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Highlights from the 2017 Women to Watch awards luncheon

March 8, 2017

InvestmentNews honored 21 female professionals at its second annual Women to Watch awards luncheon. The event also featured a think tank discussion on how the industry can attract and retain more female financial advisers.

InvestmentNews recognizes Deena Katz's contribution to college planning programs

March 8, 2017

Deena Katz accepted the Alexandra Armstrong Award for Lifetime Achievement from InvestmentNews on Wednesday, asking financial advisers to encourage more women to choose a career in planning. The co-chair of advisory firm Evensky & Katz/Foldes...

Lebenthal sells major stake to South Street Securities

March 7, 2017

Lebenthal Holdings, the successor of the municipal bond firm founded in 1925, has sold a 49% stake in its Lebenthal & Co. unit as well as 100% of its ownership interests in Lebenthal Asset Management and Lebenthal Family Office to South Street...

Helping women get ahead in financial services

March 3, 2017

While the Financial Services Institute will always be laser-focused on our mission of advocacy on behalf of our members, we have also come to play another very important role: that of a think tank for the independent financial services community....

Send me no flowers — just a higher credit score

February 14, 2017

Fifty-nine percent of divorcees say that finances played at least “somewhat” of a role in their divorces and 20% believe it played a "big" role, according to a study by Experian, an information services and credit-scoring company. Those...

Women cope better financially with later-in-life divorce than men: CPA survey

February 9, 2017

With the divorce rate for those over the age of 50 having doubled since 1990, the increasing number of newly-single Americans near or in retirement is throwing new wrinkles into financial plans. A new survey finds that women are coping with...

Women advisers not attracting as many assets as male colleagues

January 12, 2017

Female financial advisers are not attracting an equal share of client assets compared with their male colleagues, and the picture looks especially bleak at RIAs, new data show. The number of female financial advisers overall is slowly rising...

Tips for working with female clients who are in financially unequal relationships

January 9, 2017

When partners are financially unequal, it's challenging no matter who has more. You would think that by now, a woman having substantially more money wouldn't be such a big deal. But it is. And you might think that the experience you have with...

Why the financial advice industry should focus less on diversity and more on inclusion

December 20, 2016

It doesn't really need to be rehashed because the issue has been talked and written about at great length already, but the financial services industry does, in fact, have a diversity problem. The statistics bear this out. InvestmentNews reported...

What Trump can teach financial advisers about women

November 30, 2016

I never thought I would write a blog about Donald Trump. But I guess most of us never would have guessed that he would become our 45th president. Whether you are sad that he won or just plain relieved that this election is over, his candidacy...

Former Citigroup broker claims she was victim of gender discrimination

November 29, 2016

A former Citigroup Inc. broker in New York has sued the bank claiming she was reduced to “a glorified secretary” because of her gender and fired when she reported a superior for violating rules designed to prevent insider trading. Erin Daly...

Women go nontraditional with new advisory practices

November 21, 2016

To hear Carol Craigie and Catalina Franco-Cicero describe their business model, you'd think they were running some kind of physical fitness center rather than a financial planning shop. Their customers need an “energy minimum,” rather than...

Hostilities against women take the form of fewer workplace opportunities on Wall Street

November 21, 2016

Women who work in the retail financial advice business have long faced sexual harassment and discrimination at the hands of their male colleagues, just as women have in other industries. Wall Street's at times flagrant harassment of female financial...

Divorce might be the worst financial plan of all

October 19, 2016

Divorce can crush just about any retirement savings strategy. And women generally suffer more than men. The later a woman divorces, the more likely she is to be working late in life. The road to real riches often begins in Congress, where the...

Most women claim Social Security early

October 6, 2016

Women tend to live longer than men, which means they spend more time in retirement and often do so with less savings. As a result, women retirees, on average, could spend 70% of their Social Security benefits on health care costs. Women count...

Firms must look for female advisers in unusual occupations

October 5, 2016

Firms that want to recruit female financial advisers have to cast a wide net and look for prospects in occupations that they may not have traditionally considered, according to an executive at Raymond James Financial Inc. Aside from its normal...

Morgan Stanley urges advisers to embrace female-friendly investment strategies

September 21, 2016

Morgan Stanley is urging its financial advisers to talk with clients about investing in companies that are supportive of women through employment or their products and services. The investment firm this week began providing its almost 16,000...

Sallie Krawcheck's Ellevest raises $9 million from group including Venus Williams

September 15, 2016

In its latest round of funding, Ellevest, a robo-adviser for women co-founded by former Wall Street executive Sallie Krawcheck, has raised $9 million. Professional tennis player Venus Williams, Ariel Investments president Mellody Hobson and...

3 things financial advisers need to know when serving female clients

August 16, 2016

I recently watched an Ellen DeGeneres clip where she makes fun of the Bic pen designed for women. Ellen humorously points out the clichés Bic used in designing and marketing its pen. Their “pen for women” is like any other writing instrument,...

Dawn Bennett plays the victim, challenges SEC ruling

August 2, 2016

Dawn Bennett, having been barred from the financial services industry and fined $4 million for her shady advisory practices, is now claiming the SEC sought her out as a high-profile disciplinary trophy. ”Why was I a target for something that...

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