Women Advisor Community

Displaying 764 results
YOUR PRACTICE WOMEN ADVISOR COMMUNITY APR 17, 2018
Sen. Warren seeks data showing depth of sexual harassment on Wall Street

Says large settlements and non-disclosure agreements keep allegations hidden from public

YOUR PRACTICE WOMEN ADVISOR COMMUNITY APR 13, 2018
Pimco accused of discrimination, retaliation by female executive

Stacy Schaus says she lost out on promotions to significantly younger men and was paid less than her male peers.

YOUR PRACTICE WOMEN ADVISOR COMMUNITY APR 13, 2018
Many women get a rude financial awakening when they divorce

Boomers and millennials alike still 'abdicating important decisions' to their husbands.

YOUR PRACTICE WOMEN ADVISOR COMMUNITY APR 04, 2018
Ladenburg women's group partners with national network

The W Source will help Ladenburg's female advisers build business referrals.

YOUR PRACTICE MUTUAL FUNDS MAR 27, 2018
Digital investment firm launches new fund for women

Latest offering from Ellevest will invest in offerings that help advance women.

YOUR PRACTICE WOMEN ADVISOR COMMUNITY MAR 27, 2018
An American CFP's experience in the land down under

Australia's money culture diverges from the U.S.'s given its higher standard of living and stronger retirement saving system.

YOUR PRACTICE WOMEN ADVISOR COMMUNITY MAR 22, 2018
Women's History Month: Celebrating the women of financial planning

More needs to be done to ensure the industry and profession are open and welcoming to female professionals.

YOUR PRACTICE PRACTICE MANAGEMENT MAR 14, 2018
How to get women to feel comfortable about building wealth

At InvestmentNews<i>'</i> annual Women to Watch think tank, industry leaders brainstormed ways to educate women about personal finance.

YOUR PRACTICE WOMEN ADVISOR COMMUNITY MAR 13, 2018
Peggy Ruhlin, Rianka Dorsainvil honored at InvestmentNews Women to Watch luncheon

Ms. Ruhlin was given the Alexandra Armstrong lifetime achievement award, Ms. Dorsainvil was named &quot;Rising Star,&quot; and 20 other women were recognized for their contributions to the industry.

YOUR PRACTICE PRACTICE MANAGEMENT MAR 12, 2018
How to improve gender diversity in financial advice

The industry needs to change the perception of wealth management from 'old boys' club' sales to modern financial problem-solving.

YOUR PRACTICE PRACTICE MANAGEMENT FEB 09, 2018
InvestmentNews Research and State Street Global Advisors Release New Study, “Women in Advice: Inspiring the Next Generation of Financial Advisers”

This new State Street Global Advisors and InvestmentNews research paper identifies calls to action that can help firms implement sustainable change and facilitate inclusivity.

YOUR PRACTICE PRACTICE MANAGEMENT JAN 30, 2018
The mutual fund men's club needs more women

Only 2% of the $12 trillion in assets in U.S. open-end mutual funds are managed by women.

YOUR PRACTICE PRACTICE MANAGEMENT JAN 10, 2018
Time's up for feminine famine in financial planning?

Despite record number of new female CFPs, women still stuck at 23%.

YOUR PRACTICE WOMEN ADVISOR COMMUNITY JAN 09, 2018
Misperceptions about the financial advice industry are stalling gender equality

Advisers say old stereotypes are thwarting the advance of women.

YOUR PRACTICE PRACTICE MANAGEMENT DEC 21, 2017
Female clients have gone from niche to the new normal

There is a significant opportunity for advisers who can help women make the most of complex financial dynamics.

YOUR PRACTICE FINTECH DEC 20, 2017
Krawcheck expands Ellevest robo to three service levels with more human advice

Firm adds premium and private wealth management tiers with elements of goals-based planning and career advice.

Women in Advice
YOUR PRACTICE PRACTICE MANAGEMENT DEC 20, 2017
Women in Advice

Inspiring the Next Generation of Financial Advisers.

YOUR PRACTICE WOMEN ADVISOR COMMUNITY NOV 28, 2017
Eleanor Blayney to retire from CFP Board

Trailblazing women's advocate gives $100,000 to a new gender diversity fund.

YOUR PRACTICE OPINION NOV 20, 2017
Adviser recruiting may need new tack for women

Supplies are running low and outreach needs to grow.

YOUR PRACTICE ESG NOV 17, 2017
Advisers ignore 'responsible investing' at their own risk

Women, millennials and those worth at least $10 million are the biggest fans of SRI or ESG strategies, says Nuveen's Marcus Valesco.