Diversity and equality

The firm will rely on training new hires and recruiting veteran advisors to meet its objective.

An ex-boss allegedly remarked that he favored younger advisors, saying: "They have what others in the office don't have – youth," according to a new lawsuit.

Nap pods and beanbag chairs are nice, but what employees really care about are personal respect and generous compensation. Oh, and it helps to be dog-friendly.

Three years ago, the New York-based fintech started organizing a monthly gathering for its female employees. The meetings have helped participants find role models.

The No. 1 IBD’s efforts display opportunity amid the shortcomings of an industry still lacking measurable data from some of its largest firms.

Reva Shakkottai has been with the firm for a decade.

In an unusually frank discussion, women executives from five major firms urged the industry to get involved in educating young people about wealth management.

The W Source expects to reach more than 40 chapters over the next three months, creating referral groups of hundreds of professionals.

Boundaries and blind spots: Two advisors have a no-holds-barred conversation about working with clients of different genders.

Chau Pham alleges that her breaks to pump breast milk became a topic of conversation among male co-workers,

New data shows an increase in the number of CFP professionals who are people of color and women. But is it enough?

Millennials should start setting money aside early and consistently, but without depriving themselves.

Addressing the imbalance in the industry is a strategic imperative.

The average woman will work 12 fewer years than a man, according to one expert. There’s a “slew of issues” around this topic.

Executives are focused on fresh products, emerging technology and the increasing prominence of ESG.

The industry risks becoming more of a boy’s club, rather than less of one.

About 30% of fund manager appointments in the firm’s equity unit have gone to women in 2018, the most in five years.

The firm’s efforts mirror those at other firms and associations that are trying to improve the profession’s diversity.

The ultra-wealthy say they want to achieve more, yet currently give only 1.2% of their assets to charity. How can advisors help?