The wealth management sector is experiencing remarkable expansion, particularly in the United States; in 2023, client assets under management were expected to hit $58 trillion, according to Statista.
Citigroup is sued by a former executive who alleges gender bias and sexual harassment by a top wealth management leader.
While there have been gender diversity improvements in investment management teams with women making up 25% of staff, there has not been enough improvement with the key decision makers, according to a ...
The Diverse Investing Collective has launched a data dashboard that measures how much money is in the hands of gender-diverse and racially diverse portfolio management teams. The dashboard examines ...
Kamala Harris's candidacy to become the first female U.S. president has highlighted organizations such as Women’s World Banking Asset Management, which makes equity investments in inclusive financial ...
New analysis by Frontier has recorded slight improvement in gender diversity in the investment industry since its last study in 2018. Only 15% of Frontier-rated Australian equity managers had all-male ...
The next three to five years could see a $30 trillion asset shift to U.S. women, yet just 23.8% of CFP registered professionals are female. These numbers don't align. We need more women advisors, and ...