Diversity and equality
Diversity and equality
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Marriage equality leads PridePlanners, a group focused on aiding advisors working with LGBTQ clients, to become part of the association.
June 15 -
Although the industry reflects stark disparities, these firms are leading their peers in the hiring of female registered representatives.
June 11 -
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The firm says it’s working to increase the number of women in leadership positions.
June 7 -
Nearly three-in-four advisors (73%) do not have a succession plan in place.
June 5 -
“It’s incredibly important to have diversity. Period,” says Kara Murphy.
June 4 -
Ex-employee charges that African-Americans are denied opportunities at the brokerage giant in a climate of institutional discrimination.
June 4 -
Having benefited from mentors throughout her career, Amy Zhang now guides other women and minorities on their paths to success.
May 29 -
GraniteShares had yet to launch a fund when Kristen Winther joined two years ago. Now with five products on the market, it’s a “full-fledged business.”
May 25 -
As the first woman executive at Carson Group, Teri Shepherd made it a priority to increase the number of women advisors at the firm.
May 25