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Will #MeToo Come to Wealth Management Next?

Influential figures such as Hollywood powerbroker Harvey Weinstein and casino mogul Steve Wynn have had their careers ended amid allegations of sexual misconduct.  And several members of the House of Representatives have resigned in recent months over accusations that they too had engaged in misconduct.  Wealth management is not immune from these problems. To read the full article in FinancialPlanning, clic ...

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Ten Key Findings: Sexual Harassment in the Professional Workplace

This article highlights a broad, industrywide study of the impact and implications of sexual harassment across professional communities, including banking, payments, mortgages, financial advisory, accounting, health care, employee benefits and capital markets (including municipal finance and M&A advising). To read the full article in FinancialPlanning, click: Ten Key Findings: Sexual Harassment in the P ...

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Wealth Management Fares Worst in Broad Study of Sexual Harassment

When a male co-worker got too close for comfort, he drove a financial advisor to leave a regional brokerage firm where she had been working for years.  He gave other female colleagues shoulder rubs that they “did not want, nor ask for," said the advisor, who requested anonymity to share her story. To read the full article in FinancialPlanning, click: Wealth Management Fares Worst in Broad Study of Sexual Ha ...

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Four Ways to Help Rid Wealth Management of Sexual Harassment

Sexual harassment is not primarily about attraction—it is about power.  Give more power to women, the reasoning goes, and sexual harassment gradually dies out.  Unfortunately, this logic is not borne out in the real world.  Just look at Fidelity. To read the full article in FinancialPlanning, click: Four Ways to Help Rid Wealth Management of Sexual Harassment. ...

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How Small Financial Advisories can Prevent Sexual Harassment

The dominoes keep falling—allegations of sexual harassment are rampant.  Who is next?  The wounds are open, and it is time to start healing.  Before we can do that, though, we have to wonder why we have not seen more reports out of the wealth management industry recently.  In part, I believe it is because our male-heavy finance culture went through a slew of sexual harassment cases in the 90’s, including th ...

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