Diversity and equality

The promotions broaden the pool of potential candidates to eventually succeed CEO Sergio Ermotti.

At her new OSJ, Laura LaTourette is teaming up with fellow influential planner Marci Bair to help educate allies and create more avenues for reps to meet.

With any level of success comes visibility, and with that comes a responsibility to lift up others.

The stark figures show that only about one-sixth or fewer of the sector’s financial advisors are women.

Smaller RIAs want to follow Schwab’s lead. Will the model boost diversity and attract younger clients?

It may seem counterintuitive, but differences of opinion can improve an organization.

Single women in their early 60s have saved roughly $37,000 less than men.

The message I heard was loud and clear: “You can’t be a financial planner because you are a masculine-presenting lesbian.”

The fate of Mary Mack is drawing attention because there are so few women within reach of the CEO suite across the nation’s 10 biggest banks.

They say banks have good policies but discourage use of them.

Two-thirds of women say they don’t work with an advisor because they believe they can’t afford it or don’t have the necessary assets.

How to solve the financial planning industry’s diversity problem.

The firm calls the lawsuit's claims "baseless."

The $5 million payment will be shared among other fathers employed by the firm who also missed out on a 16-week parental leave benefit.

The actively managed vehicle will invest in about 100 companies.

One of the most important aspects of any advisor-client relationship is how culture affects their conversations, experts say.

Advisor Group unveiled the prize-winning speech on the topic — along with eight new recruits to its IBDs — at its annual W Forum.

As Columbia Threadneedle’s head of North America marketing, Leslie Walstrom is focused on elevating the division beyond the traditional sales support.

As she advanced in her career, Franklin Templeton's Dina Ting had many mentors who helped her navigate challenges.

The first of her family to work in financial services, Dina Santoro leads the strategic product and marketing agenda for Voya Investment Management.