Diversity and equality
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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 -
Industry efforts still have far to go as less than 3.5% of the 80,000 CFP professionals were black or Latino in 2017.
October 24 -
The inaugural event builds on mounting industry interest in improving its historically dismal record on growing the ranks of minorities and women in wealth management.
October 23 -
Still, the bank’s revenue-producing operations are split into four divisions, which are all run by men.
October 17 -
A former employee suing the firm for racial discrimination says he was not properly notified of changes in how Morgan resolves disputes.
October 4 -
Stereotyping investors can cause long-term damage to financial success for clients and planners.
October 2 -
Our business isn’t just about big firms anymore, but we still see the old stereotype that investing is a man’s game dominated by Wall Street firms.
October 1 -
Courses at historically black colleges and universities are making the planning profession more accessible to students who’d never considered the career.
October 1 -
Even as the prospective client base grows more diverse, a majority of advisors remain male, white and over the age of 50.
October 1 -
The BNY Mellon Womenomics Fund, which picks companies that hire and promote women, has beaten the benchmark Topix every year since its inception.
September 28 -
The asset manager and custodial giant found positive correlations in several metrics for companies that focus on inclusion.
September 27 -
Women currently account for just 19% of Morgan Stanley’s managing directors.
September 26 -
Men dominate the largest financial institutions and the situation is even worse at family offices.
September 25 -
Other groups, such as those who used to itemize tax deductions but will now use the high standard deduction, are also advised to check their withholding taxes.
September 25 -
Women have long been under-represented among the brokerage ranks, says Elizabeth McCourt. She offers her insights as we continue the dialogue from our Recruiters Roundtable.
September 13 -
Three African-American industry leaders suggest how to improve diversity and inclusion.
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