Diversity and equality

Since joining the firm more than a decade ago, Kristen Capuano says her team has grown five-fold and now "handles all of our performance reporting.”

Shoehorning them into certain categories can lead to bias and crimp firm growth.

These 10 leaders have a lot to say about how women have advanced in the industry over the years.

This year’s winners — including co-founders, managing directors and presidents — have a lot to say about how women have advanced in the industry.

The industry's success hinges on listening to female clients, says Shelley O’Connor, co-head of wealth management at Morgan Stanley.

VanEck, Hartford Funds and DoubleLine are among the firms with executives being honored.

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.

It's time the financial planning industry stops failing deaf clients.

It’s not the traditional client base of the aging baby boomer anymore, says the firm's head of technology.

The fast-growing firm positions the promotions as part of a cultural shift toward greater inclusion.

Nina O’Neal is set to launch the Female Advisor Network, joining a number of planners taking diversity matters into their own hands.

Harassment, belittling, defamation and crass comments plague advisors in the online public eye.

Increasing diversity on your team can engender a greater feeling of inclusion among your client base and broaden your pool of prospects.

The firm will rely on training new hires and recruiting veteran advisors to meet its objective.

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.

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.

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.

The No. 1 IBD’s efforts display opportunity amid the shortcomings of an industry still lacking measurable data from some of its largest firms.

Reva Shakkottai has been with the firm for a decade.

In an unusually frank discussion, women executives from five major firms urged the industry to get involved in educating young people about wealth management.