Diversity and equality

When Advice Pay's Mary Moore shared the story of her alleged sexual assault, an outpouring followed. This public discussion is vital for change, says wealth manager Rachel Robasciotti.

Wells Fargo welcomed 22 active duty members to its corporate office as part of a corporate fellowship program.

The LPL Financial advisor is using his new influence to help firms create policies to prevent sexual harassment.

The second annual event highlighted the business reasons firms should be prioritizing expansion of their diversity and inclusion initiatives.

Adding to discomfort with the campaign, some women discovered that the firm was also using the ad as a way to generate sales leads, employees said.

Denika Tokunaga says breaking into the profession can be difficult if you don’t fit into the traditional image of a financial advisor. Here’s how she did it.

The products provide advantages that “help women build savings faster: tax deferral and generally higher rates than CDs or Treasurys,” an expert says.

One full-page advertisement, featuring seven female employees at Fisher Investments, is headlined: “You Heard Their Story. Now Hear Ours.”

Christine Carona's former boss allegedly made derogatory comments about her personal life in front of UBS employees, according to the arbitration ruling.

While many workers don’t have access to pension plans, annuities can provide a source of guaranteed retirement income and address longevity risks.

A Financial Planning editor's "jaw dropped" after reading a recent Wall Street Journal op-ed that downplayed the billionaire's remarks at the Tiburon CEO summit.

Female-founded startups receive less that 3% of all global funding, a report found.

In two weeks since the Tiburon Conference, there have more than $2.7 billion withdrawals from Fisher Investments.

Seema Hingorani will help oversee relationships with the firm’s largest clients and create a new training program to develop talent.

For Fisher, the man, as well as Fisher, the firm, the fallout is piling up.

More than $1.8 billion has been yanked from the executive's investment firm.

The Iowa Public Employees’ Retirement System is yanking the $386 million it has invested after the billionaire made vulgar comments at an industry conference.

The country’s biggest RIA has already lost nearly $1 billion after its founder made inappropriate comments.

Clients of the $112 billion Fisher Investments, including large institutions, are in a position to reevaluate their relationship with Fisher after he shocked attendees Tuesday with lewd comments at the Tiburon CEO Summit.

Among many who regularly attend industry gatherings, the surprise in Fisher’s remarks was that he spoke them into a microphone.