Diversity and equality

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.

His remarks were “unacceptable,” Managing Partner Chip Roame says in an open letter to the industry.

The invitation-only event went into uncomfortable territory for some attendees.

The invitation-only event went into uncomfortable territory for some attendees.

The organization is focusing its efforts on diversity, technology and creative product development in 2020, says Jim Fitzpatrick, president and CEO of the group.

Clients should think of the years as empty buckets and keep the amount of income into each bucket level per year.

It's a hard truth that minorities and women are not well-represented in the financial planning industry. It's also a business problem.

The breakaways join 72 others who moved their practices to the firm in the second quarter.