InvestmentNews will be hosting a fireside chat with Shannon Eusey, founder of the nation’s largest female-owned and led RIA, Beacon Point Advisors, at our first Women Adviser Summit of 2020.
UBS considers low damages award an 'overwhelming rejection' of their claims.
Female advisers should champion their expertise.
"The goal is to get more money into the hands of women," says Ellevest founder.
But demographic shifts in the workplace don't happen overnight.
CEO Yie-Hsin Hung on efforts to achieve gender parity on both sides of the client relationship.
Mary Beth Franklin describes why this income source is so critical for women in retirement.
The industry has served executive women based on outdated assumptions about their goals, risk appetite and investment aptitude
Next Monday is the deadline for nominations for InvestmentNews' 2020 awards recognizing female advisers and industry leaders who are advancing the advice business. Nominate an amazing woman today!
Survey of InvestmentNews readers shows they see upside of diversity but have limited motivation to address it.
Women who relinquish all financial decision-making to spouses or others, do so at their own peril.
Chicago-based asset manager becomes a role model for leadership diversity
Danger! When it comes to steering the financial ship, women are hesitant to make waves
Bank board's decision to open CEO search to outsiders may sideline Mary Mack from being first woman to lead a giant U.S. bank.
Wendy Hartman also joins the board of Buckingham Strategic Wealth, a firm that already has women in 40% of client-facing roles.
Women breakaways share a common thread: They feel the fear and do it anyway. But why?
The situation goes beyond tariff increases, so be ready to explain why China matters to the U.S. economy and investors.
Change is hard, but these six wealth management trends won't wait.
FSI members met with legislators who are members of a new House Financial Services subcommittee on diversity and inclusion.
Women control $14 trillion of assets in the U.S., but they're underserved by financial advisers, says Merrill's Sieg
