Women Advisor Community

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What a man can learn by attending a women's financial conference
YOUR PRACTICE PRACTICE MANAGEMENT APR 09, 2019
What a man can learn by attending a women's financial conference

Understanding the perspective and needs of women in the financial advice industry is an eye-opening experience.

Financial literacy could make advice more accessible to women of color
YOUR PRACTICE PRACTICE MANAGEMENT MAR 18, 2019
Financial literacy could make advice more accessible to women of color

Industry leaders share their ideas at <i>InvestmentNews</i> Women to Watch think tank .

Women to Watch: Karen Schaeffer, Rachel Moran honored at fourth annual luncheon
YOUR PRACTICE WOMEN ADVISOR COMMUNITY MAR 14, 2019
Women to Watch: Karen Schaeffer, Rachel Moran honored at fourth annual luncheon

22 women accepted awards for their outstanding work in the financial advice industry.

Firms can't afford to ignore female clients
YOUR PRACTICE PRACTICE MANAGEMENT FEB 08, 2019
Firms can't afford to ignore female clients

Holding women-only events and discussing 'fire-drill scenarios' with disengaged wives are two approaches firms could employ to connect with female clients.

Jefferies CEO won't tolerate discrimination against female bankers by male colleagues
YOUR PRACTICE WOMEN ADVISOR COMMUNITY DEC 13, 2018
Jefferies CEO won't tolerate discrimination against female bankers by male colleagues

Referencing Bloomberg News story, Rich Handler says 'there's no excuse' for excluding women from social situations for fear of #MeToo movement.

Are you serious, Wall Street? A response to the #MeToo 'advice' of men
YOUR PRACTICE RIAS DEC 05, 2018
Are you serious, Wall Street? A response to the #MeToo 'advice' of men

Men worried about #MeToo repercussions should consider whether their after-hour activities and jokes are appropriate.

Q&A with Abigail Johnson and Kathleen Murphy of Fidelity Investments
YOUR PRACTICE MUTUAL FUNDS NOV 19, 2018
Q&A with Abigail Johnson and Kathleen Murphy of Fidelity Investments

The Fidelity CEO, along with the president of personal investing, discuss record earnings, allegations of sexual misconduct and the challenges facing a changing industry.

Female advisers more likely to consider ESG investing strategies
YOUR PRACTICE ALTERNATIVES NOV 19, 2018
Female advisers more likely to consider ESG investing strategies

Use of ESG investments is increasing year over year, and women show the highest levels of interest and understanding of their benefits

From the C suite with Advisor Group's Valerie Brown: Everyone must contribute
YOUR PRACTICE PRACTICE MANAGEMENT NOV 17, 2018
From the C suite with Advisor Group's Valerie Brown: Everyone must contribute

The executive chairwoman expects staff at every level to 'show up,' and thinks diverse opinions lead to better results.

Why wealth management needs more women
YOUR PRACTICE PRACTICE MANAGEMENT NOV 17, 2018
Why wealth management needs more women

Helping clients solve problems requires a level of empathy that's innate for most women.

Adviser suffers the challenge of being a disabled woman on Wall Street
YOUR PRACTICE OPINION NOV 17, 2018
Adviser suffers the challenge of being a disabled woman on Wall Street

Adviser survives cancer but loses her job in financial services.

Advisers draw inspiration from women who ran for Congress
YOUR PRACTICE REGULATION AND LEGISLATION NOV 17, 2018
Advisers draw inspiration from women who ran for Congress

Seeing women break through barriers in politics is encouraging to those in other male-dominated fields.

Kara Stein: Recent gains in female leadership aren't enough
YOUR PRACTICE PRACTICE MANAGEMENT NOV 17, 2018
Kara Stein: Recent gains in female leadership aren't enough

SEC commissioner says we've come a long way, but until we fully utilize the potential of half the population, we'll lose out on innovation and growth.

Hester Peirce: All women do not speak with the same voice, and SEC commissioners are no different
YOUR PRACTICE OPINION NOV 17, 2018
Hester Peirce: All women do not speak with the same voice, and SEC commissioners are no different

A history of decisions by female members of the Securities and Exchange Commission demonstrates that women bring multiple perspectives to their roles

Peggy Ruhlin on steps advice firms can take to improve the female famine
YOUR PRACTICE PRACTICE MANAGEMENT NOV 17, 2018
Peggy Ruhlin on steps advice firms can take to improve the female famine

CEO and 2017 Alexandra Armstrong Award winner says it doesn't have to be difficult to make a difference.

How to be a mentor
YOUR PRACTICE PRACTICE MANAGEMENT NOV 17, 2018
How to be a mentor

Mentoring and sponsoring others is our responsibility, but establishing a relationship with a mentee takes thoughtfulness and time.

Wells Fargo reportedly ends investigation of gender bias in wealth management unit
YOUR PRACTICE PRACTICE MANAGEMENT NOV 09, 2018
Wells Fargo reportedly ends investigation of gender bias in wealth management unit

Wealth management head Jay Welker, a focus of many complaints, announced plans to retire on Tuesday

Demand for ESG investing is knocking at your door ... or should be
YOUR PRACTICE ESG OCT 29, 2018
Demand for ESG investing is knocking at your door ... or should be

Panelists at the InvestmentNews Women Adviser Summit discuss the opportunity of engaging clients and prospects on environmental, social and governance issues.

Advisers drawing in clients with charitable approach
YOUR PRACTICE PRACTICE MANAGEMENT SEP 17, 2018
Advisers drawing in clients with charitable approach

Marketing that incorporates philanthropy can help advisers meet new prospects.

InvestmentNews debuts impact investing documentary at the UN
YOUR PRACTICE ESG SEP 11, 2018
InvestmentNews debuts impact investing documentary at the UN

Financial advisers learn how to talk with clients about the subject, with women and millennials showing the most interest.