Women Advisor Community

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Create a strong network of supporters to help combat impostor syndrome
YOUR PRACTICE OPINION NOV 25, 2020
Create a strong network of supporters to help combat impostor syndrome

You can call it self-doubt, lack of confidence or — as RuPaul would put it — your 'inner saboteur'

Focus energy on helping yourself and care for those around you
YOUR PRACTICE OPINION NOV 25, 2020
Focus energy on helping yourself and care for those around you

I haven’t been on a plane for months, but remember the many times flight attendants tell us to 'put your mask on before helping others'

How advisers can advocate for gender lens investing
YOUR PRACTICE ESG NOV 24, 2020
How advisers can advocate for gender lens investing

Gender lens investing is poised to give advisers an edge as ESG assets soar, but there are certain steps they need to take. Read on to find out more

Women have a crucial role to play in boosting the diversity of advice
YOUR PRACTICE WOMEN ADVISOR COMMUNITY NOV 19, 2020
Women have a crucial role to play in boosting the diversity of advice

InvestmentNews' 2019 Women to Watch honored for their successes and support of other women

Captrust expands to Colorado with purchase of female-led RIA
YOUR PRACTICE RIAS NOV 12, 2020
Captrust expands to Colorado with purchase of female-led RIA

$785 million Denver-based Shine Wealth Partners will rebrand as Captrust

Election of Kamala Harris shows representation matters
YOUR PRACTICE OPINION NOV 09, 2020
Election of Kamala Harris shows representation matters

Rianka Dorsainvil celebrating the VP-elect's firsts and remembering her own

How the pandemic has put women further behind the financial curve
YOUR PRACTICE WOMEN ADVISOR COMMUNITY NOV 06, 2020
How the pandemic has put women further behind the financial curve

Ingrained perceptions and stereotypes about women and investing are only exacerbated by the realities of COVID-19

Why women advisers have an edge with new investors
YOUR PRACTICE FINTECH NOV 05, 2020
Why women advisers have an edge with new investors

Trends and technology poised to give female advisers a competitive advantage, presented at the InvestmentNews Women Adviser Summit

Canadian buyer notches 10th US RIA deal this year
YOUR PRACTICE RIAS NOV 03, 2020
Canadian buyer notches 10th US RIA deal this year

CI Financial adds Houston's Stavis & Cohen, bringing its US advisory assets to $13 billion

'Women are losing their jobs at a greater rate than men': Sallie Krawcheck
YOUR PRACTICE FINTECH OCT 28, 2020
'Women are losing their jobs at a greater rate than men': Sallie Krawcheck

The Ellevest CEO is using her tech to help women who have been disproportionately impacted by the pandemic

Best practices for financial adviser text messaging
YOUR PRACTICE OPINION OCT 28, 2020
Best practices for financial adviser text messaging

The $100,000 fine the SEC imposed on a wealth management firm related to its employees’ text messages shows the need for caution in this area

Work-life balance in the time of COVID-19
YOUR PRACTICE WOMEN ADVISOR COMMUNITY OCT 26, 2020
Work-life balance in the time of COVID-19

We want to hear about your experience over the past several months

The secret to closing prospects
YOUR PRACTICE OPINION OCT 26, 2020
The secret to closing prospects

Telling your personal story will work against you if all you focus on are your industry accolades; it only works when you exhibit humility

Register for the Nov. 23 final Women Adviser Summit of the year!
YOUR PRACTICE WOMEN ADVISOR COMMUNITY OCT 22, 2020
Register for the Nov. 23 final Women Adviser Summit of the year!

Reserve your virtual seat for this impactful summit on planning for 2021

Her Success Matters: Tiffanie Gray, first vice president and branch manager, Wells Fargo Advisors
YOUR PRACTICE PRACTICE MANAGEMENT OCT 22, 2020
Her Success Matters: Tiffanie Gray, first vice president and branch manager, Wells Fargo Advisors

Gray explains how your uniqueness can become a competitive advantage

Are prospective clients looking for diversity?
YOUR PRACTICE OPINION OCT 19, 2020
Are prospective clients looking for diversity?

As people become more aware of the issues facing minorities in society, many are looking to do business with firms that have a diverse team

RBC recruits female team managing $1.2 billion from JPMorgan
YOUR PRACTICE PRACTICE MANAGEMENT OCT 16, 2020
RBC recruits female team managing $1.2 billion from JPMorgan

The LSS Group was drawn to RBC for its entertainment industry connections and fixed-income platform

Addressing women's longevity gap
YOUR PRACTICE RETIREMENT PLANNING OCT 16, 2020
Addressing women's longevity gap

Advisers can help couples prepare today for survivorship and health care costs

Get creative about client events in a virtual world
YOUR PRACTICE OPINION OCT 12, 2020
Get creative about client events in a virtual world

In a virtual world, advisers are planning unique events that are deepening relationships in surprising ways

SignatureFD appoints Heather Robertson Fortner CEO
YOUR PRACTICE RIAS OCT 12, 2020
SignatureFD appoints Heather Robertson Fortner CEO

Veteran of 17 years with $4 billion Atlanta RIA firm replaces Jeff Peller