Diversity and equality
Diversity and equality
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While her performance at the bank has been exemplary, she was denied opportunities that directly affected her pay, the advisor claims.
August 17 -
Firms must offer them to tap new talent amid the industry’s succession problems, the custodian says.
July 18 -
How one planner’s pro bono work changed how she approached teaching her children about financial matters.
July 6 -
None of the FP50 are close to equalizing their ranks of men and women.
June 25 -
After a social media quote provoked criticism, the special advisor on gender diversity replies.
June 19 -
Hiring former professionals could help firms improve diversity in a field that’s still 84% male.
May 30 -
The funds' success at asset gathering underlines an increasing interest from retail buyers, in addition to institutional investors.
May 24 -
The CEO of a large custodian firm challenged advisers to take on diversity or become irrelevant.
May 18 -
One way to effect positive change is by helping clients invest through a gender lens, says ThirtyNorth Investments exec Suzanne Mestayer.
May 3 - FP magazine
The "I am a CFP Pro" campaign will feature younger, more diverse voices from the planning community.
April 6