Diversity and equality
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“It is shocking — never seen anything like it in my 40 years as a lawyer,” the wealth manager's attorney said.
March 6 -
Almost 50% associate negative emotions with the practice. Here’s how planners can help.
March 5 -
Finally, I was able to talk openly about how financial services can be more inclusive of women and people of color. But did I have to leave to do so?
March 4 -
The percentage of women managers fell even among passive funds, a booming area of the industry that was a hot-spot for female talent.
March 3 -
Communities of color still don’t see enough advisors “who look like them.”
February 28 -
More than a quarter of women in a recent survey say they are confident they will comfortably retire, while almost a third of men voiced the same confidence.
February 27 -
Fostering a culture that attracts and advances women in the STEM fields is one more way that E-Trade has been a pioneer in the industry.
February 24 -
“Mandatory arbitration could be masking toxic cultures that are tolerating sexual harassment,” says a shareholder activist whose firm prompted Wells’ move
February 21 -
In a new episode of Financial Planning’s In|Vest Podcast, the impact investing consultant explains what prompted her to start collecting accounts of harassment, assault and discrimination.
February 20 -
The fee-only association head tackles challenging issues facing members.
February 19 -
The wealth manager claimed bank management knew a customer had a history of sexual harassment, but allowed him to continue doing business at the branch anyway.
February 14 -
While several tech giants have done away with the clause in the past few years, the process remains widespread on Wall Street, which pioneered it decades ago.
February 12 -
Two prominent female advisors are joining forces to target first-generation wealth builders.
February 10 -
Firms must collaborate, rather than compete, to bring in more women and non-white advisors, says Cerulli Associates.
February 7 -
I don't need outside credentials to bolster my credibility — I have my own.
February 4 -
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















