Displaying 59 results
Intuition at the heart of understanding what makes clients tick
How positive prosperity reaped rewards for speaker at InvestmentNews’ upcoming Women Advisor Summit.
RIAs are becoming ‘common knowledge’
‘Ten or 15 years ago, you would have to really explain what it meant to be an RIA and how we were different,’ advisor says.
Raymond James nabs Wells Fargo advisor
The financial industry veteran from South Carolina joins the brokerage giant after previously managing around $250M in client assets.
An RIA by women for women (and everyone)
Expressive Wealth, led by women, takes an approach that includes having a clinical psychologist on staff.
Are women the next best investors?
The Pink Chip index aims to highlight how women-led companies are doing in the stock market.
CFP Board unveils scholarship for aspiring women planners
The scholarship was created by Peggy Ruhlin, a certified financial planner with a lengthy career in wealth management.
Black women are falling behind in their wealth-building journeys
While more than half of those surveyed want to leave an inheritance, student debt and hurdles to homeownership are holding them back.
Build your network to scale your growth
InvestmentNews Women to Watch judge and CEO of Girls Who Invest explains how she helps women enter the field of asset management.
Schwab to investigate harassment claim made by former employee
A discussion about what to wear on a casual Friday took an ugly turn, according to the former TD Ameritrade employee. CEO Walt Bettinger said harassment is unacceptable, and the firm will investigate the claims.
Register for the Nov. 3 Women Adviser Summit
Reserve your ticket for this impactful summit on managing generational wealth.
Women’s Equality Day with former Treasurer Rosie Rios
Former U.S. Treasurer Rosie Rios is an active example of a leader fighting everyday for women’s inclusion and equity.
UBS considers workplace changes in U.S.
In response to employee feedback, the bank is seeking to improve engagement in underrepresented communities and considering allowing employees greater flexibility to work remotely.
Women leading wealthtech’s evolution
CEOs and other women in the fintech C-suite are spearheading the sector's progression and paving pathways for gender equity.
How the pandemic highlights diversity challenges in financial services
Speakers at Women in Asset Management summit say diversity and inclusion efforts can begin anywhere.
Mercer plants flag in Georgia with second deal this week
It is acquiring woman-led Atlanta Financial Associates, which has $815 million under management
Finra licensing policy puts women at a disadvantage amid COVID
Taking time off to have a child, care for a family member or provide home schooling amid the pandemic can derail a career in finance.
Diversity, equity and inclusion: Why I care
Take steps to get to know other cultures and diverse groups, and learn how you can best support them
Indie managing $122 million switches to Cetera from LPL
Pierson Wealth Management is based in Santa Clarita, California
Year in review: Pandemic edition
By taking stock of what clients got right in this very weird year, you can set the stage for a strong start in the New Year
Nasdaq plans to require more diversity on listed company boards
Under the proposed rules, most companies on the U.S. exchange would have to have one woman director and one who is minority or LGBTQ
