Displaying 60 results
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
Diversity among those developing financial products and services is crucial to full engagement
Need inclusive culture to help attract and retain investors of the future
Challenging all to play their role in improving diversity and inclusion
Consider the role we can play in creating the radical change needed to improve diversity, inclusion and belonging
Focus energy on helping yourself and care for those around you
I haven’t been on a plane for months, but remember the many times flight attendants tell us to 'put your mask on before helping others'
Beacon Pointe acquires $690 million CBD Wealth Management
Deal is Beacon Pointe's second since taking private equity funding
CFP Board study provides map for increasing diversity in advice sector
Case studies of financial firms including Charles Schwab, Fidelity and Merrill Lynch show the importance of making diversity efforts intentional and strategic
Captrust expands to Colorado with purchase of female-led RIA
$785 million Denver-based Shine Wealth Partners will rebrand as Captrust
Canadian buyer notches 10th US RIA deal this year
CI Financial adds Houston's Stavis & Cohen, bringing its US advisory assets to $13 billion
Register for the Nov. 23 final Women Adviser Summit of the year!
Reserve your virtual seat for this impactful summit on planning for 2021
Her Success Matters: Tiffanie Gray, first vice president and branch manager, Wells Fargo Advisors
Gray explains how your uniqueness can become a competitive advantage
Dana D’Auria joins Envestnet as co-CIO
Former Symmetry Partners executive will share the role with Brandon Thomas
Introducing the 2020 Women to Watch
Meet 23 female leaders advancing the financial advice business
Citi names Jane Fraser CEO
She will succeed Michael Corbat and become the first woman to run a major global bank
Advisers need to address gender stereotypes about women: Merrill
The time for the industry to fully address the negative financial experiences of women is long overdue, according to a new study
Come together … virtually
Just as we’ve all adapted to new realities elsewhere in business, we’re adapting to the new conference reality
TD’s Dani Fava joins Envestnet as Schwab merger looms
More top-level departures are expected as the $26 billion megamerger draws nearer
Her Success Matters: Mindy Diamond
Recruiting powerhouse Mindy Diamond and InvestmentNews CEO Christine Shaw talk about how female CEOs can empower the next generation of women advisers to step into leadership roles
Make growth of your advisory business a pandemic silver lining
When dissatisfied clients look for a new financial adviser, will they find you?
Her Success Matters: Amy Webber
The CEO of Cambridge Investment Research has carved a path built on intelligence, energy and teamwork
Her Mentorship Matters: Offering encouragement can provide a young woman the confidence she needs to succeed
Meet a special mentor-mentee pair from Edelman Financial Engines
