Abbie Osterbur and Niralee Patel are joining the firm’s employee adviser channel in Champaign, Illinois.
The financial services industry needs to take into account the unique needs and investing perspectives of women.
The report found that women in senior expert and leadership roles were found to have 62% of the accumulated wealth that their male counterparts enjoyed at retirement.
A report details unique needs and investing perspectives of women and estimates that failing to tailor products to their needs cost the industry about $14 billion last year.
Stokes replaces current CEO Geoffrey Brown, who is ending his tenure Nov. 15.
With millions of women in a great career reset, this industry has a once-in-a-generation opportunity to introduce itself to women looking for something different, better and sustainable.
A recent study suggests the wealth management industry left $14 billion of potential revenue on the table last year by failing to tailor its products and services to women.
Manisha Ali 'will help build and shape the Investors Solutions Responsible Investing franchise.'
The women-led Lakeview Wealth Management, which is based in Deer Park, Illinois, offers retirement and financial planning services.
Cate Grinney forms all-female indie firm in Fairbault, Minnesota, and affiliates with the independent channel of Ameriprise.
Collaboration between complementary professionals is a missing link for many clients, who are expected to patch advice from various professionals into a comprehensive plan.
The purchase marks Merit's 11th deal since it partnered with private equity investors in December 2020.
George Fernández was elected to replace Kane as the Financial Planning Association's treasurer.
The imperative for having more women in charge of brokerage and advisory firms is pretty clear — in the future women will control more of the nation's wealth.
Rubino Skedsvold Moran & Associates, which is based in Portland, Oregon, will use the firm’s RIA and custodial platforms.
Woll has been the face of one of the most prominent organizations supporting sustainable investing for 16 years.
Kim Garrison is moving to the firm's employee channel in Springfield, Missouri.
A new grant to help women launch their own advisory firm is offered by a foundation honoring an adviser who died young
Staying busy may seem like the path to success, but without time to reflect, advisers could be using their time and energy on the wrong things.
Jackie VanderBrug has been appointed Putnam’s head of sustainability strategy, reporting to CEO Robert Reynolds.
