Lisa Opoku, a Goldman partner, had been running the firm's family office for its top brass since last year.
'Advisors better wake up' — study reveals 61- to 65-year-old women are more likely to buy an annuity than men of the same age.
Woman-led firm sets up independent practice in Washington state.
Miller will succeed the current chair-elect Matt Boersen next year and will subsequently ascend to chair of the Board in 2025.
Come together with your peers to celebrate the women making a difference in our industry.
Top exec says firm changed direction as platform posed too much competition for its legacy insurance side.
Cracking down on remote work could send stress fractures through women's advancement, pay equity and corporate returns.
There are many ways for clients to make sound investment decisions with their tax refunds, but it's important to understand their entire financial picture before giving advice.
While underrepresented ethnicities make up about 15% of new CFPs each year, the new arrivals barely move each group’s overall presence in the profession.
Here's how men can step up and into allyship. It's not that hard.
Even when they're bringing home the bacon, women tend not to be as involved in household finances as their male partners.
Miami-based Eva Marina Ovejero has more than two decades of experience.
Amy Lawrence is launching Gorilla Investments Co. in Miami.
As Gen X and baby boomer women realize they qualify as philanthropists, new platforms and groups are emerging to equip them with community and context.
The report from the CFP Board outlines specific steps proven to establish and cultivate equity for employees at all levels with financial services organizations.
Healy, a long-time executive at TD Ameritrade, was appointed to head the center last summer to lead its efforts to elevate the financial planning profession with programs in diversity and inclusion.
Just over half of women who are 25 and older said they don't consider themselves financially secure; 77% of low-income women said the same.
Rising women advisors apply their mothers' and mothers-in-laws' advice to grow their careers.
The trial, which had been scheduled for next month in New York, would have provided a rare public forum for testimony about inequality inside the financial industry.
Women are underrepresented in the advice industry, but at some independent broker-dealers, they make up a significant portion of the producing reps.
