Diversity and equality

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.

This year’s winners — including co-founders, managing directors and presidents — have a lot to say about how women have advanced in the industry.

The industry's success hinges on listening to female clients, says Shelley O’Connor, co-head of wealth management at Morgan Stanley.

VanEck, Hartford Funds and DoubleLine are among the firms with executives being honored.

Every time the firm has broken one of its recruiting rules, "it's come back to cost us," says Executive Vice President Aaron Schaben. Plus, Schaben's views on compensation, succession planning and dogs at the office.

It's time the financial planning industry stops failing deaf clients.

It’s not the traditional client base of the aging baby boomer anymore, says the firm's head of technology.

The fast-growing firm positions the promotions as part of a cultural shift toward greater inclusion.

Nina O’Neal is set to launch the Female Advisor Network, joining a number of planners taking diversity matters into their own hands.

Harassment, belittling, defamation and crass comments plague advisors in the online public eye.

Increasing diversity on your team can engender a greater feeling of inclusion among your client base and broaden your pool of prospects.