Diversity and equality

Two prominent female advisors are joining forces to target first-generation wealth builders.

Firms must collaborate, rather than compete, to bring in more women and non-white advisors, says Cerulli Associates.

I don't need outside credentials to bolster my credibility — I have my own.

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.

The takeaway for other firms: Be explicit, clear and public about seeking women employees and creating a safe workplace for them.

Diversity statements and conferences are well and good but don’t go far enough. Here’s what will.

President Jim Fitzpatrick plans to address changing approaches to distribution and data management, and place more focus on diversity and inclusion.

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.

With its appointment of Martine Lellis, one of the largest and most-acquisitive RIAs ups its leadership ranks to almost 40% women.

Current employment contracts benefit companies and silence women, according to an In|Vest West panel of advisors and industry professionals.

The gender gap is alive and well when it comes to career timeouts and savings often take the hit.

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.

Wells Fargo welcomed 22 active duty members to its corporate office as part of a corporate fellowship program.

The LPL Financial advisor is using his new influence to help firms create policies to prevent sexual harassment.

The second annual event highlighted the business reasons firms should be prioritizing expansion of their diversity and inclusion initiatives.

Adding to discomfort with the campaign, some women discovered that the firm was also using the ad as a way to generate sales leads, employees said.

Denika Tokunaga says breaking into the profession can be difficult if you don’t fit into the traditional image of a financial advisor. Here’s how she did it.

The products provide advantages that “help women build savings faster: tax deferral and generally higher rates than CDs or Treasurys,” an expert says.

One full-page advertisement, featuring seven female employees at Fisher Investments, is headlined: “You Heard Their Story. Now Hear Ours.”

Christine Carona's former boss allegedly made derogatory comments about her personal life in front of UBS employees, according to the arbitration ruling.