Displaying 60 results
Rethinking client engagement to seize the day
Begin with a mindset that’s open to opportunity
Long-term care is a woman’s issue
The aging of baby boomers increases the urgency around LTC planning
Virtual practice management event for women advisers
Initial Women Adviser Summit of 2020 is May 14
Her Mentorship Matters: Steering a mentee’s career in a new direction
Debra Brennan Tagg, president of Brennan Financial Services, and her mentee Lindsay Zentner discuss the unique path Lindsay took to portfolio analyst and CFA
Her Mentorship Matters: Boosting the confidence of a natural leader
Pamela Capalad of Brunch & Budget and her mentor, UBS adviser Dan Collins, discuss the details of how he guided this first-time entrepreneur
What firms can do to attract women advisers
Fewer women apply for jobs as financial advisers than men, but that shouldn't stop firms from trying to create more balance in their adviser ranks.
Gender gap closing
But demographic shifts in the workplace don't happen overnight.
3 mistakes advisers make about high-net-worth women
The industry has served executive women based on outdated assumptions about their goals, risk appetite and investment aptitude
Nominate an amazing woman for the Women to Watch Awards
Next Monday is the deadline for nominations for InvestmentNews' 2020 awards recognizing female advisers and industry leaders who are advancing the advice business. Nominate an amazing woman today!
Hester Peirce: All women do not speak with the same voice, and SEC commissioners are no different
A history of decisions by female members of the Securities and Exchange Commission demonstrates that women bring multiple perspectives to their roles
How to improve gender diversity in financial advice
The industry needs to change the perception of wealth management from 'old boys' club' sales to modern financial problem-solving.
Women in Advice
Inspiring the Next Generation of Financial Advisers.
Women don’t need to be advisers to succeed in advice industry
Many women are making an impact in a variety of roles, ranging from marketing to technology.
What really deters women from staying in the financial advice profession
First of all, it's not about math! The real issues involve pushing poor products, no workplace flexibility and old-school bureaucracy.
Many women have had to work extra hard to earn credibility in financial services
Supportive mentors can help women get past barriers of working in a male dominated profession.
Women-owned advisory firms outperform their peers
Firms majority owned by women in InvestmentNews study were more likely to be top performers – and to staff more women.
Where are the women? Bridging the gender gap in the advice business
Tips for what advisers can do to build awareness of who they are, what they do and what they represent.
Mentoring, leadership the buzz at Women’s Forum
Importance of work-related relationships a feature at InvestmentNews-IPA event.
Reflections on the glass ceiling: Why haven’t we broken through?
After three decades, the metaphor has become cliché. But the underlying concepts of inequity and exclusion associated with the glass ceiling are still evident across most industries.
Has the glass ceiling in financial services really been broken?
Joe Duran says the financial services industry has been guided by calculable and analytical thinking and driven by results. That has led to a bias toward a certain kind of employee.
