Women Advisor Community

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Shining stars who find the time to help others
YOUR PRACTICE OPINION OCT 05, 2020
Shining stars who find the time to help others

Philanthropy delivers multiple benefits, but one of the most important is connecting with people uniquely

Dana D’Auria joins Envestnet as co-CIO
YOUR PRACTICE FINTECH SEP 30, 2020
Dana D’Auria joins Envestnet as co-CIO

Former Symmetry Partners executive will share the role with Brandon Thomas

The 2020 Alexandra Armstrong Award winner is Mellody Hobson
YOUR PRACTICE WOMEN ADVISOR COMMUNITY SEP 30, 2020
The 2020 Alexandra Armstrong Award winner is Mellody Hobson

The co-CEO and president at Ariel Investments is a relentless advocate for equality

3 keys to integrating ESG into client portfolios
YOUR PRACTICE OPINION SEP 30, 2020
3 keys to integrating ESG into client portfolios

As the potential benefits of sustainable investing become clearer, advisers have an opportunity to add value through education and guidance

MacKay Shields names Janelle Woodward president
YOUR PRACTICE PRACTICE MANAGEMENT SEP 28, 2020
MacKay Shields names Janelle Woodward president

Woodward joins from BMO Global and succeeds retiring president Lucille Protas

Older women anxious about finances in retirement: GAO report
YOUR PRACTICE RETIREMENT PLANNING SEP 25, 2020
Older women anxious about finances in retirement: GAO report

Retired women in 14 focus groups are worried about rising health care costs

RBG gave women the keys to financial security and freedom
YOUR PRACTICE OPINION SEP 22, 2020
RBG gave women the keys to financial security and freedom

Ginsburg fought for women to have equal access to financial tools like credit cards and mortgages

We’ve come a long way, but still not far enough
YOUR PRACTICE PRACTICE MANAGEMENT SEP 18, 2020
We’ve come a long way, but still not far enough

Honoring and celebrating diversity and inclusion in the advice industry is paramount — now more than ever

Future of financial planning takes emphasis off the assets
YOUR PRACTICE RIAS SEP 17, 2020
Future of financial planning takes emphasis off the assets

Morningstar conference panel touts niche practices and the personal touch

Look again: Your annual goals are still within reach
YOUR PRACTICE OPINION SEP 14, 2020
Look again: Your annual goals are still within reach

As fall begins, take time to revisit your business plan for the year and figure out what needs to get done and who can do it

Q&A: WealthConductor CEO Sheryl O'Connor
YOUR PRACTICE RETIREMENT PLANNING SEP 10, 2020
Q&A: WealthConductor CEO Sheryl O'Connor

The fintech's leader talks retirement savings software in the age of COVID-19 and what the industry lacks in gender equality

Citi names Jane Fraser CEO
YOUR PRACTICE PRACTICE MANAGEMENT SEP 10, 2020
Citi names Jane Fraser CEO

She will succeed Michael Corbat and become the first woman to run a major global bank

Building a better asset management industry requires more women and minorities
YOUR PRACTICE PRACTICE MANAGEMENT SEP 09, 2020
Building a better asset management industry requires more women and minorities

Asset management is a 'great career for women' from logistics perspective, speaker says

West Virginia securities official Lisa Hopkins to head NASAA
YOUR PRACTICE PRACTICE MANAGEMENT SEP 02, 2020
West Virginia securities official Lisa Hopkins to head NASAA

The new president plans to focus on SEC’s exempt offering framework, diversity and inclusion issues

Why 2020 is a good year to give
YOUR PRACTICE OPINION AUG 28, 2020
Why 2020 is a good year to give

Existing tax laws, the CARES Act, and election year uncertainty make it wise to be generous now in support of extraordinary needs

Reaching the next generation of investors via ESG
YOUR PRACTICE OPINION AUG 28, 2020
Reaching the next generation of investors via ESG

Given the growing interest in ESG, rules and regulations that seek to restrict ESG investments are short-sighted and ultimately negatively impact investors

Advisers need to address gender stereotypes about women: Merrill
YOUR PRACTICE PRACTICE MANAGEMENT AUG 26, 2020
Advisers need to address gender stereotypes about women: Merrill

The time for the industry to fully address the negative financial experiences of women is long overdue, according to a new study

Investing after the 'great reset'
YOUR PRACTICE EQUITIES AUG 25, 2020
Investing after the 'great reset'

Kara Murphy of Goldman suggests reviewing risk tolerance and focusing on traditional asset classes

Merrill Lynch releases adviser diversity data
YOUR PRACTICE PRACTICE MANAGEMENT AUG 21, 2020
Merrill Lynch releases adviser diversity data

Andy Sieg reports thundering herd's adviser pool includes 21% women and 23% ethnically diverse professionals

Wendy Lanton, Jim Nagengast elected Finra governors
YOUR PRACTICE REGULATION AND LEGISLATION AUG 10, 2020
Wendy Lanton, Jim Nagengast elected Finra governors

Lanton represents small firms; Nagengast reelected to represent large firms