His remarks were “unacceptable,” Managing Partner Chip Roame says in an open letter to the industry.

The invitation-only event went into uncomfortable territory for some attendees.

The invitation-only event went into uncomfortable territory for some attendees.

The organization is focusing its efforts on diversity, technology and creative product development in 2020, says Jim Fitzpatrick, president and CEO of the group.

Clients should think of the years as empty buckets and keep the amount of income into each bucket level per year.

It's a hard truth that minorities and women are not well-represented in the financial planning industry. It's also a business problem.

The breakaways join 72 others who moved their practices to the firm in the second quarter.

While there are now 1,100 advisors who are women at the firm, they make up less than 16% of the headcount.

Only about 14% of financial advisors are female. Here’s advice from those who want to bridge that gap.

The insurer lost four prominent female executives earlier this year in departures CEO John Schlifske called “a step backward.”