The InvestmentNews/IPA Women's Forum

Highlights from the InvestmentNews/IPA Women's Forum, June 25 in New York.

RCS Capital

U.S. Executive Search Munoz: Recruiting and engaging women in financial services

June 27, 2014 | Runtime: 2:48

More financial services firms are recruiting women to be financial advisers in unique ways. For some firms, this means recruiting women that donít even have an established book of business, says Cecile V. Munoz of U.S. Executive Search.

Expanding the ranks of women executives in financial services

June 30, 2014 | Runtime: 2:49

Less than 3% of CEOs in the financial servicesí sector are women. What can be done to improve this gender gap? Suzanne Siracuse of InvestmentNews, Louisa Quarto of Realty Capital Securities, and Sherry Magee of CLS Investments offer strategies on how

Moss Adamsí Pomering: Taking advantage of every opportunity

June 27, 2014 | Runtime: 3:30

Being a woman in the financial services sector has worked to Rebecca Pomeringís advantage more than it has been a disadvantage. The Moss Adamsí executive explains why (and how) she has stood out in a male dominated industry.

BNY Mellonís Chopra: How to speak out and share your vision

July 29, 2014 | Runtime: 1:52

Women need a clear path to leadership because often they can struggle with corporate hierarchy, according to Jyoti Chopra of BNY Mellon. She says women must speak up and have a clear career vision.

Fairport Asset Managementís Ettinger: The unique value proposition of women advisers

June 27, 2014 | Runtime: 2:15

There is a phenomenal opportunity for women advisers today. Heather Ettinger of Fairport Asset Management says that three of her companyís top performers in terms of both retention and referrals are women. What are the keys to their success?

W.P. Careyís Miller: Three key influencers for career success for women

June 27, 2014 | Runtime: 3:17

Women need role models, mentors and advocates to succeed in the financial services sector. Trisha Miller of W.P. Carey breaks down how each can help advance your career.

Raymond Jamesí Steckler: How mentoring breeds success

June 27, 2014 | Runtime: 2:22

To encourage more women to become financial advisers, Raymond James has instituted a pilot program to encourage its sales assistants to become advisers. Laura Steckler, and her mentee Allison Holly, discuss the power of mentorship.

Tibergien of Pershing Advisor Solutions: The power of reverse mentoring

June 27, 2014 | Runtime: 3:24

In an effort to better understand millenials and technology, Pershing employed a radical reverse mentoring program. Mark Tibergien, and his reverse mentor Kayla Flaten, discuss why and how firms should use this powerful tool.

BNY Mellon's Chopra: Helping women advisers create a path to leadership

June 25, 2014 | Runtime: 1:13

The numbers are startling: Less than 19% of senior executives in the financial services industry are women. What do women need to do to improve those statistics? Jyoti Chopra of BNY Mellon offers some advice.

 
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