Women Advisor Community

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How to encourage the rise of senior women in financial advice
YOUR PRACTICE PRACTICE MANAGEMENT NOV 26, 2015
How to encourage the rise of senior women in financial advice

Firms need women's voices at the top to help shape their strategic decision-making and stay in tune with their clients' needs.

Sallie Krawcheck dishes on being downsized
YOUR PRACTICE EQUITIES NOV 24, 2015
Sallie Krawcheck dishes on being downsized

<i>Breakfast with Benjamin</i>: Citing the rapidly-changing economy, the former Citigroup and Bank of America exec says job insecurity in finance will likely increase.

YOUR PRACTICE WOMEN ADVISOR COMMUNITY NOV 24, 2015
Female breadwinners need advisers' help talking to their partners about money

Having a safe place to discuss financial matters is attractive to female clients, who often don't know where to turn for help.

YOUR PRACTICE WOMEN ADVISOR COMMUNITY NOV 24, 2015
Mary Jo White: Standing on the shoulders of our predecessors

Mary Jo White, chairwoman of the SEC, believes it is a duty for women to help push each other forward in their careers.

YOUR PRACTICE WOMEN ADVISOR COMMUNITY NOV 23, 2015
Securities America's Wertheim: 9 lessons for making it in the advice business

While there are amazing women in our industry, there's always more we can do to empower women to excel.

YOUR PRACTICE WOMEN ADVISOR COMMUNITY NOV 23, 2015
Cetera's Erinn Ford: My unlikely path into the financial services industry

Though Ford, now president of Cetera Advisors, faced a daunting Series 24 prep class, she leaned on her parents for many of the early lessons she learned about the industry.

YOUR PRACTICE REGULATION AND LEGISLATION NOV 23, 2015
Women lawmakers play an outsized role in policymaking that affects advisers

Percentage of women in Congress similar to their proportion in the advice sector, with plenty of room to grow

YOUR PRACTICE EQUITIES NOV 22, 2015
Investing in women a worthy strategy

How financial advisers can put this strategy into practice and begin to invest with a gender lens

YOUR PRACTICE PRACTICE MANAGEMENT NOV 22, 2015
Mentor encouraged adviser's adventure

YOUR PRACTICE PRACTICE MANAGEMENT NOV 22, 2015
The pay gap between the sexes is relatively slim in financial advice

Pay inequity in the industry beats the national median, but the data takes a discouraging turn when looking at firm owners

YOUR PRACTICE PRACTICE MANAGEMENT NOV 22, 2015
Finra's Susan Axelrod: Finding a job you love is what matters

YOUR PRACTICE PRACTICE MANAGEMENT NOV 18, 2015
CFP Board launches initiative to recruit women for financial planning

Women's Initiative Council will provide guidance on the development of enterprises to pave a way for more women to enter the industry.

YOUR PRACTICE WOMEN ADVISOR COMMUNITY OCT 25, 2015
Key to success for women: Confidence

Gender-focused investment strategy skips over common sense
YOUR PRACTICE EQUITIES OCT 15, 2015
Gender-focused investment strategy skips over common sense

$1.4 billion TAMP seizes on an opportunity, but its strategy seems ill-conceived.

Hillary Clinton's plan to prevent stock market crashes
YOUR PRACTICE RETIREMENT PLANNING OCT 08, 2015
Hillary Clinton's plan to prevent stock market crashes

<i>Breakfast with Benjamin</i> The Democratic candidate proposes new fees for taking investment risks, because taking investment risks aren't risky enough already, or something like that.

Adviser's Consultant: What it takes to retain women advisers
YOUR PRACTICE PRACTICE MANAGEMENT SEP 17, 2015
Adviser's Consultant: What it takes to retain women advisers

Brittain Prigge of Balentine shares her firm's success in cultivating a staff in which female advisers make up the majority.

YOUR PRACTICE PRACTICE MANAGEMENT AUG 18, 2015
From the ranch to Wall Street: Lessons from a serendipitous career journey

LPL Financial's chief risk officer offers five principles that helped her manage her career to unexpected opportunities.

Former SEC Chairwoman Mary Schapiro's lessons on leadership
YOUR PRACTICE WOMEN ADVISOR COMMUNITY AUG 17, 2015
Former SEC Chairwoman Mary Schapiro's lessons on leadership

The former head of the SEC, CFTC and Finra talks about her experience and what she has learned along the way.

YOUR PRACTICE WOMEN ADVISOR COMMUNITY AUG 12, 2015
InvestmentNews launches Women to Watch list; nominations being accepted

Initiative to recognize women who are distinguished leaders, who are driven, who are innovators and who are willing to share their knowledge and experiences with other women.

YOUR PRACTICE PRACTICE MANAGEMENT AUG 06, 2015
4 ways advisers can become more actively engaged with female investors

Women want the same things as men when it comes to investing, but their perceptions and approaches differ