Women Advisor Community

Displaying 764 results
Many of the best financial jobs for women aren't on Wall Street
YOUR PRACTICE WOMEN ADVISOR COMMUNITY AUG 10, 2018
Many of the best financial jobs for women aren't on Wall Street

Asset managers with the highest share of female portfolio managers are located far from Manhattan

Networking plays a key role in helping women advisers advance
YOUR PRACTICE PRACTICE MANAGEMENT AUG 09, 2018
Networking plays a key role in helping women advisers advance

Center-of-influence networks, which can serve as a source of referrals, remain primarily the domain of men.

The rise of the female financial adviser
YOUR PRACTICE OPINION AUG 08, 2018
The rise of the female financial adviser

Boomers' wealth transfer and the industry's shift from investment management to financial planning are among the factors that may lead to more women in adviser roles

Empowering female clients requires they talk about this
YOUR PRACTICE PRACTICE MANAGEMENT JUL 12, 2018
Empowering female clients requires they talk about this

Advisers need to help break the silence and guide women to fix their financial futures.

Women to lead CFA Institute board
YOUR PRACTICE PRACTICE MANAGEMENT JUL 12, 2018
Women to lead CFA Institute board

Heather Brilliant and Diane Nordin will helm a diverse governing board for the global network.

Looking for a competitive edge? Embrace diversity
YOUR PRACTICE WOMEN ADVISOR COMMUNITY JUL 11, 2018
Looking for a competitive edge? Embrace diversity

How advisers can tap the long-term performance edge that diverse leadership teams provide.

Divorced women declare financial independence
YOUR PRACTICE RETIREMENT PLANNING JUL 03, 2018
Divorced women declare financial independence

Selling an engagement ring can jump-start savings.

Sallie Krawcheck wants women to take control of their money
YOUR PRACTICE PRACTICE MANAGEMENT JUN 21, 2018
Sallie Krawcheck wants women to take control of their money

The former wealth management executive now running robo adviser Ellevest says women need to invest as much as men do.

Where to find women financial adviser candidates
YOUR PRACTICE PRACTICE MANAGEMENT JUN 19, 2018
Where to find women financial adviser candidates

Plancorp looks beyond financial degrees to recruit females with broad experience.

YOUR PRACTICE WOMEN ADVISOR COMMUNITY JUN 05, 2018
Women to Watch: Help us find the next generation of female leaders

Nominations are open, and your participation can play into the bigger picture of advancing our industry.

Kara Murphy appointed chief investment officer at United Capital
YOUR PRACTICE RIAS JUN 01, 2018
Kara Murphy appointed chief investment officer at United Capital

She joins the roster of the few female C-suite executives in the financial advice space

YOUR PRACTICE PRACTICE MANAGEMENT MAY 29, 2018
Women advisers driving revenue growth

New research uncovers the 'female effect' in the advisory business.

YOUR PRACTICE RIAS MAY 21, 2018
Iconiq fires executive after 30-year-old sexual assault charge comes to light

As #MeToo movement rages, big investors are taking deeper look at who handles their money.

Want to boost diversity of advisers and clients? Begin with the business case
YOUR PRACTICE PRACTICE MANAGEMENT MAY 11, 2018
Want to boost diversity of advisers and clients? Begin with the business case

Women and men have roles to play in helping to increase diversity of the industry's advisers and clients.

YOUR PRACTICE PRACTICE MANAGEMENT MAY 05, 2018
Her road to financial advice was paved by her Vietnamese parents

Phuong Luong 'went into this field so that other people wouldn't have the financial stress my family had.'

YOUR PRACTICE REGULATION AND LEGISLATION APR 27, 2018
Pimco rejects claims in discrimination suit filed by executive

Fund company says Stacy Schaus was paid well, but was an 'ineffective' manager.

YOUR PRACTICE REGULATION AND LEGISLATION APR 24, 2018
Nevada broker sues Merrill Lynch over gender discrimination

Betsy Whipple accuses firm of 'illusory' signing bonus, fraud

YOUR PRACTICE PRACTICE MANAGEMENT APR 21, 2018
Minority-owned advisory firm makes diversity a priority

Minority-owned advisory firm keeps diversity in mind when hiring.

YOUR PRACTICE RETIREMENT PLANNING APR 20, 2018
The $1 million gender wealth gap

Compounding female wage inequity jeopardizes retirement security

YOUR PRACTICE WOMEN ADVISOR COMMUNITY APR 19, 2018
The $1 million gender wealth gap

Compounding female wage inequity jeopardizes retirement security.