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One place where the women wealth equation doesn't add up

November 20, 2017

The power of the purse is enormous and growing. Women control nearly 60% of the wealth in the United States, represent nearly half of American millionaires and are expected to control two-thirds of the nation's wealth by 2030. The only part...

Women don't need to be advisers to succeed in advice industry

November 20, 2017

Emotional intelligence is a core asset for any adviser, and one where women often excel. But serving as a financial adviser is not the only role in the advice industry where women can shine. Today, women are making an impact in a variety of...

Change is slow when it comes to gender diversity at independent advisory firms

November 20, 2017

Women have seen little to no change in representation among advisory professionals, according to the 2017 InvestmentNews Compensation & Staffing Study. There is no statistically significant observable difference from four years ago in the number...

Pershing's Lisa Dolly asks one key question to judge a job candidate

November 18, 2017

In 1988, when Lisa Dolly was hired right out of college into Pershing's corporate trainee program, she felt the spotlight on her: She was a woman working in the financial services industry. Even after becoming CEO of that same firm last year,...

Deena Katz on the key to the profession's future

November 18, 2017

Remember when you first started in this industry? Someone said or did something that sparked you to embark on this career? I remember that moment distinctly. A friend and I were sitting around one afternoon and he was reading Money magazine....

Many women have had to work extra hard to earn credibility in financial services

November 20, 2017

Leaders in the financial services industry and state government were virtually all men when I began my career over four decades ago. As I reflect on my career, I recognize several lessons I had to learn to smash through certain barriers. Some...

Adviser recruiting may need new tack for women

November 20, 2017

Independent registered investment advisers may need to rethink how they are recruiting female advisers if they expect to continue growing over the long term. In "2016 U.S. Advisor Metrics," Cerulli Associates reported that women make up 16%...

What really deters women from staying in the financial advice profession

November 20, 2017

Over the past few years I've had the pleasure of speaking at a few universities that boast some of the top certified financial planner programs in the country. What always surprises me is that the room is usually split pretty evenly among men...

Women can help themselves and other women in financial advice

November 20, 2017

No question, there is a need for more women in the financial adviser field, given their distinctive capabilities and the changing client demographics. And change in the industry is definitely underway. Yet many firms still haven't achieved a...

7 questions to test your mastery of advice firm pay practices

October 31, 2017

Compensation is the largest expense that a firm incurs in most industries. As the typical independent financial advisory firm continues to evolve, developing the next generation of partners and advisers is an imperative in an increasingly relationships-based...

How does your advisory firm stack up?

October 18, 2017

With talent so hard to find and keep at advice firms, each practice should have a clear handle on how well it is – or isn't – compensating its brilliant workforce. The benchmarking data below show the greatest range of salaries occurs in...

Advice industry in hiring mode

October 14, 2017

As the largest independent advisory firms continue expanding, something unexpected has happened along the way. The typical professional at one of these firms is no longer "independent" in the sense that he or she is an owner of the business....

Pershing COO Lori Hardwick leaving firm

February 1, 2017

Lori Hardwick, the chief operating officer of Pershing, is leaving the firm to pursue other opportunities, according to a company spokesman. A leading clearing firm for independent broker-dealers, Pershing told its clients about Ms. Hardwick's...

How adviser salaries stack up to other jobs

October 16, 2017

It's only natural to wonder how much you could be making if you had dedicated your life to another profession, such as information technology, engineering or medicine. Scroll down our listicle to find out! You can see how most financial advice...

CFP Board center announces mentorship program for women

June 2, 2016

Women studying to be certified financial planners will now be able to work with a mentor provided by the Certified Financial Planner Board of Standards' Center for Financial Planning. Under a program called WIN-to-WIN, the center plans to address...

Ric Edelman looks into the future of financial advice

October 24, 2017

Here are some high notes from Ric Edelman's latest book, "The Truth About Your Future: The Money Guide You Need Now, Later, and Much Later" (Simon & Schuster, 2017). Expect to live longer, work longer, and get more free stuff, says the the executive...

Employee retention linked to career paths and training

October 14, 2017

As competition heats up among independent advisory firms for both clients and financial advisers, training and guided career paths are emerging as crucial components of recruiting and keeping advisers on board. Yet at a lot of advisory firms,...

Advice firms in a tricky financial position

October 14, 2017

Efficiency will have to become the new mantra at independent financial advisory firms as revenue continues to slide and compensation climbs. Median annual revenue growth for advisory firms, which has been trending downward since peaking at 16%...

Advice firms need to invest in training and staff development

October 14, 2017

It's no secret that the advice business is having trouble finding new talent to replace retiring advisers, but a new study from InvestmentNews shows just how much that is hurting the financial health of advisory firms. Because firms can't hire...

Shundrawn Thomas to succeed Stephen Potter as president of Northern Trust AM

July 19, 2017

Shundrawn A. Thomas, currently executive vice president and head of funds and managed accounts group at Northern Trust Asset Management, will succeed Stephen N. Potter as president on Oct. 1, spokesman Doug Holt said in an email. Mr. Potter...

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