Diversity and equality
Diversity and equality
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The firm will rely on training new hires and recruiting veteran advisors to meet its objective.
March 7 -
An ex-boss allegedly remarked that he favored younger advisors, saying: "They have what others in the office don't have – youth," according to a new lawsuit.
March 7 -
Nap pods and beanbag chairs are nice, but what employees really care about are personal respect and generous compensation. Oh, and it helps to be dog-friendly.
February 24 -
Three years ago, the New York-based fintech started organizing a monthly gathering for its female employees. The meetings have helped participants find role models.
February 24 -
The No. 1 IBD’s efforts display opportunity amid the shortcomings of an industry still lacking measurable data from some of its largest firms.
February 19 -
Reva Shakkottai has been with the firm for a decade.
February 8 -
In an unusually frank discussion, women executives from five major firms urged the industry to get involved in educating young people about wealth management.
January 30 -
The W Source expects to reach more than 40 chapters over the next three months, creating referral groups of hundreds of professionals.
January 25 -
Boundaries and blind spots: Two advisors have a no-holds-barred conversation about working with clients of different genders.
January 23 -
Chau Pham alleges that her breaks to pump breast milk became a topic of conversation among male co-workers,
January 17