Women Advisor Community

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ETF pioneer Kathleen Moriarty dies at 69
YOUR PRACTICE ETFS DEC 22, 2022
ETF pioneer Kathleen Moriarty dies at 69

She earned the nickname 'SPDR Woman' for her work on the SPDR S&P 500 ETF Trust, which State Street Corp. introduced in 1993.

Leading with intention, compassion creates a firm that attracts quality talent
YOUR PRACTICE OPINION DEC 20, 2022
Leading with intention, compassion creates a firm that attracts quality talent

When advisers are focused on the activities they enjoy, flexing their best skill set, they will win and be happy while doing it.

Diversity imperatives snapped into focus
YOUR PRACTICE PRACTICE MANAGEMENT DEC 19, 2022
Diversity imperatives snapped into focus

Accountability for fulfilling vows of diversity and inclusion has been scarce, but a spate of new scholarship and outreach programs signaled progress.

Grace, rather than censure, advances inclusion
YOUR PRACTICE PRACTICE MANAGEMENT DEC 19, 2022
Grace, rather than censure, advances inclusion

Grace and goodwill are the way to build bridges that include all.

Alexandra Lebenthal, third-generation Wall Streeter, invests in first-generation women business owners
YOUR PRACTICE PRACTICE MANAGEMENT DEC 14, 2022
Alexandra Lebenthal, third-generation Wall Streeter, invests in first-generation women business owners

Steeped in finance, Lebenthal turns her considerable influence to accelerate growth for women-led businesses.

Women behind schedule when it comes to retirement savings, study shows
YOUR PRACTICE RETIREMENT PLANNING DEC 09, 2022
Women behind schedule when it comes to retirement savings, study shows

A Goldman Sachs report shows that more women than men believe they're behind schedule on saving for retirement, with nearly a quarter of women saying they were 'very' behind schedule.

SVB names Erin Platts president of SVB Private
YOUR PRACTICE PRACTICE MANAGEMENT DEC 05, 2022
SVB names Erin Platts president of SVB Private

The bank appointed David Sabow to succeed Platts as CEO of Silicon Valley Bank UK and head of EMEA.

Naureen Hassan to oversee UBS Americas' digital-focused teams
YOUR PRACTICE FINTECH DEC 01, 2022
Naureen Hassan to oversee UBS Americas' digital-focused teams

The groups that Hassan will take responsibility for were previously part of the global wealth-management operation.

Aspiring next-gen advisers crave inspiration
YOUR PRACTICE OPINION NOV 30, 2022
Aspiring next-gen advisers crave inspiration

Next Gen advisers want to know that their investment in their careers is also an investment in others, and in the world.

Ascension winners set a high bar for themselves and the industry
YOUR PRACTICE WOMEN ADVISOR COMMUNITY NOV 29, 2022
Ascension winners set a high bar for themselves and the industry

InvestmentNews' Ascension Award recognizes financial services industry workplaces where women comprise at least 30% of the C-suite.

New award salutes both representation and equity
YOUR PRACTICE WOMEN ADVISOR COMMUNITY NOV 25, 2022
New award salutes both representation and equity

The Ascension Award recognizes the straightforward achievement of women comprising at least 30% of a winning organization’s C-suite.

The 2022 Alexandra Armstrong winner is Amy Webber of Cambridge
YOUR PRACTICE WOMEN ADVISOR COMMUNITY NOV 21, 2022
The 2022 Alexandra Armstrong winner is Amy Webber of Cambridge

The CEO has taken a road less traveled and says she still has many miles to go.

Post-Roe environment calls for finesse and wisdom from advisers
YOUR PRACTICE OPINION NOV 21, 2022
Post-Roe environment calls for finesse and wisdom from advisers

The Dobbs decision threatens uncertainty for many of our clients but it also can bring out our professional best when we help them craft the safeguards they deserve.

One woman’s vision to empower women clients transcends tragedy
YOUR PRACTICE OPINION NOV 21, 2022
One woman’s vision to empower women clients transcends tragedy

The Lucy Shair Foundation for Women in Finance seeks to reduce the gender gap by neutralizing one barrier to establishing a firm of one’s own: lack of seed capital.

Introducing the 2022 Women to Watch
YOUR PRACTICE WOMEN ADVISOR COMMUNITY NOV 21, 2022
Introducing the 2022 Women to Watch

This is what success looks like: 23 women financial advisers and industry executives who are advancing the financial advice profession on their own terms and 15 employers that have set a higher standard for women in their workforces and for women clients.

Financial advice is the midlife job that women want – but don’t know exists
YOUR PRACTICE PRACTICE MANAGEMENT NOV 21, 2022
Financial advice is the midlife job that women want – but don’t know exists

In the past two years, American women have had a collective epiphany: They want to trade in their current careers for something different and better.

Midcareer women benefit from the rise of the returnship
YOUR PRACTICE PRACTICE MANAGEMENT NOV 21, 2022
Midcareer women benefit from the rise of the returnship

A little effort delivers big results when firms build on-ramps for women who want to re-enter the workforce.

Strategies for continuing to diversify the wealth management industry
YOUR PRACTICE PRACTICE MANAGEMENT NOV 17, 2022
Strategies for continuing to diversify the wealth management industry

Panelists at the Women Adviser Summit in New York City say firms need to rethink how they look for new talent if they're serious about increasing diversity in the industry.

Study points out barriers to success of women advisers
YOUR PRACTICE PRACTICE MANAGEMENT NOV 17, 2022
Study points out barriers to success of women advisers

Nearly three-quarters of respondents to a Carson Group survey note that women must juggle professional responsibilities with caregiving obligations.

Webber, Franklin win top Women to Watch awards
YOUR PRACTICE WOMEN ADVISOR COMMUNITY NOV 16, 2022
Webber, Franklin win top Women to Watch awards

Amy Webber, CEO of Cambridge Investment Research Inc., won the Alexandra Armstrong Lifetime Achievement Award, while Mary Beth Franklin took home the Trailblazer Award.