Diversity and equality
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Reva Shakkottai has been with the firm for a decade.
February 8 -
In an unusually frank discussion, women executives from five major firms urged the industry to get involved in educating young people about wealth management.
January 30 -
The W Source expects to reach more than 40 chapters over the next three months, creating referral groups of hundreds of professionals.
January 25 -
Boundaries and blind spots: Two advisors have a no-holds-barred conversation about working with clients of different genders.
January 23 -
Chau Pham alleges that her breaks to pump breast milk became a topic of conversation among male co-workers,
January 17 -
New data shows an increase in the number of CFP professionals who are people of color and women. But is it enough?
January 17 -
Millennials should start setting money aside early and consistently, but without depriving themselves.
December 20 -
Addressing the imbalance in the industry is a strategic imperative.
December 20 -
The average woman will work 12 fewer years than a man, according to one expert. There’s a “slew of issues” around this topic.
December 18 -
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Executives are focused on fresh products, emerging technology and the increasing prominence of ESG.
December 7 -
The industry risks becoming more of a boy’s club, rather than less of one.
December 4 -
About 30% of fund manager appointments in the firm’s equity unit have gone to women in 2018, the most in five years.
November 27 -
The firm’s efforts mirror those at other firms and associations that are trying to improve the profession’s diversity.
November 26 -
The ultra-wealthy say they want to achieve more, yet currently give only 1.2% of their assets to charity. How can advisors help?
November 21 -
There’s now a way to measure whether these products do what they promise.
November 19 -
Tania Mirchandani alleges that she lost her job because she took Goldman’s entire four-month paid family leave.
November 19 -
Some pointers from colleagues and mentors inspired female planners in unexpected ways.
October 30 -
There were 53 new billionaires in the U.S. this year, and 14 of them were women.
October 29 -
Conventional wisdom says to wait as long as possible to claim retirement benefits, but there are exceptions to the rule.
October 25


















