Women Adviser Community

Displaying 457 results

Topic

The 2020 Alexandra Armstrong Award winner is Mellody Hobson

The co-CEO and president at Ariel Investments is a relentless advocate for equality

Topic

3 keys to integrating ESG into client portfolios

As the potential benefits of sustainable investing become clearer, advisers have an opportunity to add value through education and guidance

Topic

MacKay Shields names Janelle Woodward president

Woodward joins from BMO Global and succeeds retiring president Lucille Protas

Topic

Older women anxious about finances in retirement: GAO report

Retired women in 14 focus groups are worried about rising health care costs

Topic

RBG gave women the keys to financial security and freedom

Ginsburg fought for women to have equal access to financial tools like credit cards and mortgages

Topic

We’ve come a long way, but still not far enough

Honoring and celebrating diversity and inclusion in the advice industry is paramount — now more than ever

Topic

Future of financial planning takes emphasis off the assets

Morningstar conference panel touts niche practices and the personal touch

Topic

Look again: Your annual goals are still within reach

As fall begins, take time to revisit your business plan for the year and figure out what needs to get done and who can do it

Topic

Q&A: WealthConductor CEO Sheryl O’Connor

The fintech's leader talks retirement savings software in the age of COVID-19 and what the industry lacks in gender equality

Topic

Citi names Jane Fraser CEO

She will succeed Michael Corbat and become the first woman to run a major global bank

Topic

Building a better asset management industry requires more women and minorities

Asset management is a 'great career for women' from logistics perspective, speaker says

Topic

West Virginia securities official Lisa Hopkins to head NASAA

The new president plans to focus on SEC’s exempt offering framework, diversity and inclusion issues

Topic

Why 2020 is a good year to give

Existing tax laws, the CARES Act, and election year uncertainty make it wise to be generous now in support of extraordinary needs

Topic

Reaching the next generation of investors via ESG

Given the growing interest in ESG, rules and regulations that seek to restrict ESG investments are short-sighted and ultimately negatively impact investors

Topic

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

Topic

Investing after the ‘great reset’

Kara Murphy of Goldman suggests reviewing risk tolerance and focusing on traditional asset classes

Topic

Merrill Lynch releases adviser diversity data

Andy Sieg reports thundering herd's adviser pool includes 21% women and 23% ethnically diverse professionals

Topic

Wendy Lanton, Jim Nagengast elected Finra governors

Lanton represents small firms; Nagengast reelected to represent large firms

Topic

Apex Clearing names Tricia Rothschild president

Rothschild spent 26 years at Morningstar, where her final position was chief product officer

Topic

Senate committee approves SEC nominees Peirce, Crenshaw

The pair now head to the Senate floor for a confirmation vote