Diversity and equality
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Human resources professionals are looking to fight bad behavior driven by upper management.
March 12 -
Women still only account for one-in-nine positions — but clients may benefit from diversity, according to a Morningstar study.
March 8 -
“For progress, we need to make people just the right amount of uncomfortable," says Erika Karp of Cornerstone Capital Group.
March 8 -
The Senator wants to know what the SEC is doing to prevent harassment at banks.
March 5 -
Of the 46 advisors newly appointed as managing directors at the firm, only three were women.
February 27 -
Black History Month is a reminder that effort is required for racial progress.
February 22 -
The San Francisco-based firm is the third major U.S. bank in recent weeks to change its policies on pay transparency.
February 2 -
Reforms obtained by settlements of past class-action suits have "utterly failed," the new lawsuit contends.
February 1 -
Parker’s candid responses to Financial Planning’s rapid-fire queries on new digital tools, sexual harassment, Social Security planning, deal-making, how (not) to talk to clients about the stock market run-up and more.
January 29 -
The firm sought to clarify circumstances surrounding the departure last month of former Congressman Harold Ford Jr.
January 22 -
It’s an uncomfortable topic, especially after a bruising round of accusations in the 1990s.
January 19 -
The fund will track an index based on a Human Rights Campaign Foundation gauge of corporate equality.
January 19 -
The ratio of women to men CFP holders hasn’t changed for at least a decade. Kathleen McQuiggan wants to change that.
January 16 -
Here's how independent advisors can build a culture of zero tolerance for gender discrimination.
January 11 -
'It wouldn't have happened without Focus,' the Colony founder says, adding that the aggregator has supercharged growth for his firm across seven deals.
January 9 -
While the ranks of women who hold the certification surged, they still make up only 23% of the pool.
January 8 -
Planners have picked up some bad habits over the years. Here’s what do to about it.
January 2 -
It’s been a busy first year for the firm’s new chief. Jamie Price responds candidly to Financial Planning’s rapid-fire queries.
January 2 -
As technology reshapes the financial world, conditions should improve in wealth management.
December 22 -
The right strategy can help minimize their future estate taxes.
December 19



















