Diversity and equality
Diversity and equality
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In the latest episode of Financial Planning’s new podcast series, advisor Rachel Robasciotti discusses her activism around mandatory arbitration and relates the remarkable story behind her RIA.
January 30 -
The takeaway for other firms: Be explicit, clear and public about seeking women employees and creating a safe workplace for them.
January 29 -
Diversity statements and conferences are well and good but don’t go far enough. Here’s what will.
January 27 -
President Jim Fitzpatrick plans to address changing approaches to distribution and data management, and place more focus on diversity and inclusion.
January 27 -
If these black financial advisors meet the goal, it will defy the industry's stark racial disparities: early career growth at that level just “doesn't happen in our demographic,” one partner says.
January 23 -
With its appointment of Martine Lellis, one of the largest and most-acquisitive RIAs ups its leadership ranks to almost 40% women.
January 21 -
Current employment contracts benefit companies and silence women, according to an In|Vest West panel of advisors and industry professionals.
December 9 -
The gender gap is alive and well when it comes to career timeouts and savings often take the hit.
December 9 -
When Advice Pay's Mary Moore shared the story of her alleged sexual assault, an outpouring followed. This public discussion is vital for change, says wealth manager Rachel Robasciotti.
December 6 -
Wells Fargo welcomed 22 active duty members to its corporate office as part of a corporate fellowship program.
November 21