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Why women make great financial advisers
Women's emotional and social competencies are essential for financial advisers, who often have to have tough conversations with clients and handle delicate situations.
UBS wealth unit launches group focused on inclusive investing
The new team will offer investments that focus on promoting equality, expanding opportunities and improving outcomes for underrepresented or marginalized groups.
Ellevest raises $53 million in Series B funding
The company will use the capital to deepen its offerings and product solutions, and help women reach their money goals.
Black Americans more engaged with investing, especially outside the mainstream
Black Americans increasingly turn to newer types of assets, like cryptocurrency, that are less likely to be associated with structural discrimination, according to a study from Ariel and Schwab.
Social Security rules when widows remarry
Survivor benefits can continue for those who wait until they're 60 to wed.
Women-owned $220 million hybrid shifts to Commonwealth from Triad
Four-adviser Stonebridge Financial Planning Group, which is based in Orlando, Florida, specializes in working with women in transition.
Building a planning niche among the gay community requires a nimble perspective
Women Adviser Summit panelists say the financial planning industry needs more advisers focusing on the LGBTQ-plus community.
Niche practice designed around women leaves nothing to chance
Ann Alsina kicks off the Women Adviser Summit by inspiring women to find their own niche.
LPL adds $210 million all-woman team from Voya
Kristi Turchan and Debbie Verker operate as Ascend Wealth Management in Grand Rapids, Michigan.
Retiring in an age of uncertainty
Both new and existing retirees face the challenge of generating steady income in the low-interest-rate environment, which calls into question the traditional 60/40 investment strategy.
Q&A: Wellington Management’s Wendy Cromwell
Head of sustainable investing shares how the firm integrates ESG and works with companies to decarbonize.
The ‘Great Resignation’ is an opportunity as well as a risk
In her new role as head of ESG at American Century Investments, Sarah Bratton Hughes says she's ready to push the firm into the megatrends that will dominate the next 20 years.
Breaking away was the hardest thing we’ve ever done. And we’d do it again
You have one chance to show clients why you started your own firm, and most importantly, how they will be better off.
Overcoming imposter syndrome: Why advisers deserve success
This behavioral pattern can thwart daily productivity, pause career growth and prevent leaders from knowing their true worth.
Who most wants to work with an adviser? Millennials
Millennials are the most optimistic generation, with nearly half saying their quality of life is better or much better over the previous year, study finds.
Total number of CFPs, women certificants reach new heights
The CFP Board also touts last year's growth in Black and Hispanic mark holders, who still represent a small fraction of the CFP population.
EP Wealth Advisors acquires $118 million RIA
Klein Financial Advisors, a Newport Beach, California-based RIA, has a strong emphasis on serving women.
Franklin Templeton hires ESG exec from Calpers
Anne Simpson developed and executed the sustainability investment strategy for the giant California pension plan.
Kamila Elliott becomes first Black chair of CFP Board
Elliott, president of Grid 202 Partners, an RIA in Washington, D.C., takes on the role as the organization has been promoting diversity in the financial advice profession.
Inflation ETF pioneer says investors need more interest-rate risk
Nancy Davis has made a splash with IVOL, an actively managed exchange-traded fund that lets investors bet on inflation and interest-rate volatility.
