Diversity and equality

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.

Since joining Mackay Shields as an investment management assistant 46 years ago, Lucille Protas is now president, executive managing director and COO.

Since making the decision to join Jeffrey Gundlach at DoubleLine, Luz Padilla now oversees a 16-person team with nearly $9 billion in AUM.

Since starting her career at Vanguard more than a decade ago, Denise Krisko has launched her own sub-advisory business that manages $4.5 billion.

As director of AllianceBernstein’s emerging markets debt strategies, Shamaila Khan oversees the management of the platform’s portfolios.

As chief research strategist and portfolio manager at AlphaSimplex, Kathryn Kaminski is involved in the oversight of $6 billion in investment products.

Amid all available career paths, “I think [asset management] just found me," said Julie Genjac, managing director of strategic markets at Hartford Funds.

It's vital that planners recognize how women's planning needs are different from men's — while being careful not to lump them into a singular group.

Since joining the firm more than a decade ago, Kristen Capuano says her team has grown five-fold and now "handles all of our performance reporting.”

Shoehorning them into certain categories can lead to bias and crimp firm growth.

These 10 leaders have a lot to say about how women have advanced in the industry over the years.