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 ...
A study spearheaded by researchers at the Wharton School of the University of Pennsylvania in Philadelphia has found that reminding women about the gender competition gap increases their willingness ...
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 ...
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 ...
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 ...
Speaking to Money Management ahead of the Women in Finance Summit 2024, the CEO of Mortgage and Finance Association of Australia (MFAA), who has a background in chartered accounting, said generating ...