Diversity and equality
Diversity and equality
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This year’s winners — including co-founders, managing directors and presidents — have a lot to say about how women have advanced in the industry.
April 26 -
The industry's success hinges on listening to female clients, says Shelley O’Connor, co-head of wealth management at Morgan Stanley.
April 11 -
VanEck, Hartford Funds and DoubleLine are among the firms with executives being honored.
April 9 -
Every time the firm has broken one of its recruiting rules, "it's come back to cost us," says Executive Vice President Aaron Schaben. Plus, Schaben's views on compensation, succession planning and dogs at the office.
April 9 -
It's time the financial planning industry stops failing deaf clients.
April 8 -
It’s not the traditional client base of the aging baby boomer anymore, says the firm's head of technology.
April 3 -
The fast-growing firm positions the promotions as part of a cultural shift toward greater inclusion.
April 2 -
Nina O’Neal is set to launch the Female Advisor Network, joining a number of planners taking diversity matters into their own hands.
April 1 -
Harassment, belittling, defamation and crass comments plague advisors in the online public eye.
March 19 -
Increasing diversity on your team can engender a greater feeling of inclusion among your client base and broaden your pool of prospects.
March 8