Diversity and equality

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?

There’s now a way to measure whether these products do what they promise.

Tania Mirchandani alleges that she lost her job because she took Goldman’s entire four-month paid family leave.

Some pointers from colleagues and mentors inspired female planners in unexpected ways.

There were 53 new billionaires in the U.S. this year, and 14 of them were women.

Conventional wisdom says to wait as long as possible to claim retirement benefits, but there are exceptions to the rule.