Wirehouse advisors

The advisors’ success offers lessons for aspiring wealth professionals and brokerages aiming to change a predominantly white and male industry.

The ruling may offer hope for Gwen Campbell, who alleges that JPM’s private bank is “poaching” and “siphoning” her celebrity clients’ assets away from her management and paycheck.

A sullied reputation and frustrations with bureaucracy have driven some advisers to the competition.

From inappropriate touching to belittling comments, women advisors confront workplace environments that are far from welcoming.

Banks have strictly controlled adviser-client text communications due to regulatory concerns.