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Single women trailing married counterparts when it comes to retirement, EBRI says
YOUR PRACTICE RETIREMENT PLANNING SEP 02, 2022
Single women trailing married counterparts when it comes to retirement, EBRI says

The latest report from the Employee Benefit Research Institute offers a significant wake-up call when it comes to single female employees and their retirement prospects.

Commonwealth taps ex-LPL attorney for cybersecurity oversight
YOUR PRACTICE FINTECH AUG 29, 2022
Commonwealth taps ex-LPL attorney for cybersecurity oversight

In the newly created position, Michelle Kelley will lead the firm’s legal department and provide counsel on cybersecurity and privacy laws.

Women now integrate inflation into intuitive risk assessments
YOUR PRACTICE PRACTICE MANAGEMENT AUG 25, 2022
Women now integrate inflation into intuitive risk assessments

In the wake of the economic and social upheaval of the past two years, more factors play into women's assessments of risk

The Case for Mentorship in Financial Services
YOUR PRACTICE WOMEN ADVISOR COMMUNITY AUG 24, 2022
The Case for Mentorship in Financial Services

Companies with mentor programs outperform those without. Three benefits show why, and justify investing in such a program.

Retooled scorecards will better measure women-led results, says new book
YOUR PRACTICE PRACTICE MANAGEMENT AUG 16, 2022
Retooled scorecards will better measure women-led results, says new book

Women asset managers and corporate leaders assess risk and opportunity over a longer time frame, justifying new methods of measuring their results.

eMoney names Susan McKenna permanent CEO
YOUR PRACTICE FINTECH AUG 16, 2022
eMoney names Susan McKenna permanent CEO

The executive had been appointed interim CEO in March after former CEO Ed O’Brien announced he was returning to Fidelity to lead institutional technology.

Cambridge Investment elevates three to office of the CEO
YOUR PRACTICE BROKER DEALERS AUG 15, 2022
Cambridge Investment elevates three to office of the CEO

Colleen Bell, Jeff Vivacqua and Seth Miller become presidents of their respective divisions as part of a new organizational structure.

UBS adds a $100 million adviser in San Diego
YOUR PRACTICE ADVISOR MOVES AUG 08, 2022
UBS adds a $100 million adviser in San Diego

Carolin Botzenhardt, who had been with Wells Fargo for five years, joins the La Jolla, California, office of UBS Private Wealth Management.

Kate Healy named to head CFP Board's Center for Financial Planning
YOUR PRACTICE PRACTICE MANAGEMENT AUG 03, 2022
Kate Healy named to head CFP Board's Center for Financial Planning

The former TD Ameritrade executive led the company’s Generation Next diversity program.

Policymakers should tailor regulations for small businesses
YOUR PRACTICE OPINION AUG 02, 2022
Policymakers should tailor regulations for small businesses

The SEC's proposed cybersecurity rule is an example of a one-size-fits-all regulation that would significantly affect smaller firms.

Using the Great Resignation to drive gender diversity in the industry
YOUR PRACTICE OPINION AUG 01, 2022
Using the Great Resignation to drive gender diversity in the industry

There's a growing pool of women seeking second careers who come from sectors including education and nursing, professions that create skills perfectly suited for wealth management.

Latest crop of diversity programs hope to create wider, more welcoming points of entry
YOUR PRACTICE LIFE INSURANCE AND ANNUITIES JUL 29, 2022
Latest crop of diversity programs hope to create wider, more welcoming points of entry

Goals include dismantling barriers and creating new ways to reach and invite women and minorities.

70% of advisers describe themselves as successful
YOUR PRACTICE WOMEN ADVISOR COMMUNITY JUL 25, 2022
70% of advisers describe themselves as successful

American College survey finds trust, individual effort and specialized knowledge as the three most important influences on achieving success.

BlackRock offers portfolios tailored specifically for women
YOUR PRACTICE WOMEN ADVISOR COMMUNITY JUL 22, 2022
BlackRock offers portfolios tailored specifically for women

The portfolios take into account gender discrepancies around life expectancy, time in the workforce and income.

Two essential retirement guides for women
YOUR PRACTICE RETIREMENT PLANNING JUL 19, 2022
Two essential retirement guides for women

Financial planning pioneers share their experiences and wisdom on the challenges of retirement.

Naureen Hassan brings deep tech expertise to guide UBS digital shift
YOUR PRACTICE FINTECH JUL 15, 2022
Naureen Hassan brings deep tech expertise to guide UBS digital shift

Hassan, who will succeed Tom Naratil as president of UBS Americas, has served as Morgan Stanley’s chief digital officer and led the launch of Schwab’s robo-adviser.

Expand, extend client relationships with communication amplifying trust, values
YOUR PRACTICE PRACTICE MANAGEMENT JUL 13, 2022
Expand, extend client relationships with communication amplifying trust, values

The post-Covid economy serves up an array of new opportunities for women advisers to win and keep clients, according to speakers at the Women Adviser Summit in Denver.

Mercer Global acquires woman-owned $250 million planning firm
YOUR PRACTICE WOMEN ADVISOR COMMUNITY JUL 06, 2022
Mercer Global acquires woman-owned $250 million planning firm

Starks Financial Group, which was founded in 1999, is based in Asheville, North Carolina.

Ameriprise's indie unit nabs woman-led team managing $1.7 billion
YOUR PRACTICE BROKER DEALERS JUL 05, 2022
Ameriprise's indie unit nabs woman-led team managing $1.7 billion

Jennifer Marcontell had been with Edward Jones for 22 years in Baytown, Texas.

HSBC hires RadiantESG to give fund ESG treatment
YOUR PRACTICE ESG JUL 01, 2022
HSBC hires RadiantESG to give fund ESG treatment

The mandate to redo the bank's small- and mid-cap growth mutual fund represents RadiantESG's second portfolio.