Spuds Powell defies popular thinking with the niche client base he's built, one that he says makes both him and his clients happy.
Style often trumps substance for personal finance commentators on social media platforms, though some are blending the best of digital and traditional advice
The new Maintaining Qualifications Program reconciles Finra licensing requirements with common career and family timelines.
Amid the healthy growth in jobs, more resources are becoming available to help employers recruit women and minorities.
Peer pressure is accomplishing what quota laws never could, anyway.
Samantha Trebesch previously led the firm's private client group strategy and planning team.
New research reveals sharp generational differences as women double down on their philanthropic priorities.
The job interviews seemed designed to bolster Wells Fargo's record of its diversity efforts rather than actually hiring women or people of color, the New York Times reported.
Poppy Allonby, who will work out of T. Rowe’s London office, will oversee the company's ESG strategy at a high level.
A California law requiring that publicly held companies have a minimum number of women on their boards was struck down on May 13.
How should firms organize, develop and manage their operations to ensure continued success as they grow?
Women are underrepresented in the advice industry, but at some independent broker-dealers, they make up a significant portion of the producing reps.
Christine Gustafson and her team at Phoenix Wealth Management are based in Phoenix, Arizona.
Dimple Shah is named executive vice president of corporate strategy and Iryna Northrip becomes chief compliance officer for investment advisory.
Many women advisers are uniquely equipped to catalyze clients' values into plans and actions, said speakers at the Women Adviser Summit.
Gwen Campbell says in a complaint filed with the EEOC that she was subjected to 'name-calling' and 'sexist decrees' when she joined JPMorgan in 2020.
The three-person team in Santa Barbara, California, is led by Antonia LaRocca and operates as Saige Private Wealth.
Building a more diverse workforce solves multiple challenges currently facing the wealth management industry.
Women's emotional and social competencies are essential for financial advisers, who often have to have tough conversations with clients and handle delicate situations.
The new team will offer investments that focus on promoting equality, expanding opportunities and improving outcomes for underrepresented or marginalized groups.
