Advancing women in the workplace must be a wealth management priority. Here are ways firms can create change.
Some firms offered help with the cost of technology or other tools employees needed to make it easier to work from home, while others offered fitness distractions by moving weekly employee yoga classes online.
Advisers don’t have to join the bulls, but they better join the discussion.
The father-and-son team at Dawson Wealth Management Group joins the wirehouse in San Diego.
A three-adviser, three-associate team is joining the firm in San Antonio.
The bank continues to cut costs and simplify its broad wealth management business. Just last month, Wells Fargo said it was selling its asset management business, with $600 billion in assets, to two private equity managers.
The last year has been tough, and female financial professionals have felt pulled in many directions.
Most of the winning workplaces have implemented policies to actively hire and retain a more diverse staff.
Wealthsimple will transfer all of their existing U.S.-based customers to Betterment, and will no longer support accounts based in the U.S.
Doche Financial Consulting Group is based in Scottsdale, Arizona
With $125 million in fresh funding, Stash officially launched Smart Portfolio to allow users to opt-in for fully managed portfolios.
The Commonwealth Financial Network advised outside recruiters not to engage with MassMutual's reps. The company doesn't want to step on any toes due to a licensing agreement involving a tech firm it once owned.
MoneyLion is buying out the financial planning software startup just a few weeks after its SPAC deal and values the firm at $2.9 billion
Plans administered by women more often include target-date funds, automatically enroll workers and have better plan governance, according to a new report.
The agency is 'integrating climate and ESG considerations into [its] broader regulatory framework,' Acting Chair Allison Herren Lee says.
How about making emails more interesting with videos? Or providing clients' children with financial literacy training via a virtual investing group?
The Portland, Oregon-based firm’s internal initiatives include firm-wide training and professionally facilitated conversations among employees; a robust library of educational materials; and a channel on its internal network for sharing recommendations about films, books, recipes and cultural experiences.
The popular market strategist and forecaster is making an exit, a spokesperson confirmed on Tuesday. Doll, 66, who has worked in investment management for 42 years, is expected to officially depart at the end of March.
Co-founders of the RIA Rachel Robasciotti and Maya Philipson will not work with clients at Abacus and will largely spend time managing their ETF. The firm reported $130 million in assets under management.
New research shows that while Covid-19 has hurt retirement prospects for women in general, Black and Latina women face greater financial challenges than white women.
