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Why psychology-driven financial planner believes industry is ripe for change
InvestmentNews Women to Watch judge Sonya Lutter says it’s vital for other women to see female leadership
Goldman wealth exec exits abruptly
Lisa Opoku, a Goldman partner, had been running the firm's family office for its top brass since last year.
Why are advisors overlooking Peak 65 women’s retirement needs?
'Advisors better wake up' — study reveals 61- to 65-year-old women are more likely to buy an annuity than men of the same age.
$425 million advisory team jumps to LPL from Merrill
Woman-led firm sets up independent practice in Washington state.
CFP Board taps Elizabeth Miller as 2024 chair-elect
Miller will succeed the current chair-elect Matt Boersen next year and will subsequently ascend to chair of the Board in 2025.
Nominations open for InvestmentNews Women to Watch awards
Come together with your peers to celebrate the women making a difference in our industry.
Future of Thrivent Advisor Network in question after Armitage exit
Top exec says firm changed direction as platform posed too much competition for its legacy insurance side.
Return to office threatens to undermine advances for women
Cracking down on remote work could send stress fractures through women's advancement, pay equity and corporate returns.
How tax refunds can kickstart clients’ retirement plans
There are many ways for clients to make sound investment decisions with their tax refunds, but it's important to understand their entire financial picture before giving advice.
Despite rising awareness of DEI issues, change is slow to occur
While underrepresented ethnicities make up about 15% of new CFPs each year, the new arrivals barely move each group’s overall presence in the profession.
How to normalize allyship
Here's how men can step up and into allyship. It's not that hard.
Women breadwinners less engaged with household finances
Even when they're bringing home the bacon, women tend not to be as involved in household finances as their male partners.
Alex. Brown adds Morgan Stanley advisor managing $509 million
Miami-based Eva Marina Ovejero has more than two decades of experience.
Advisor managing $475 million at Bank of America Private Bank joins LPL
Amy Lawrence is launching Gorilla Investments Co. in Miami.
Advisors connect rising women philanthropists to their tribes
As Gen X and baby boomer women realize they qualify as philanthropists, new platforms and groups are emerging to equip them with community and context.
New diversity report makes familiar recommendations
The report from the CFP Board outlines specific steps proven to establish and cultivate equity for employees at all levels with financial services organizations.
Kate Healy to step down as head of Center for Financial Planning, start new firm
Healy, a long-time executive at TD Ameritrade, was appointed to head the center last summer to lead its efforts to elevate the financial planning profession with programs in diversity and inclusion.
Women’s fear about retirement cuts across party lines
Just over half of women who are 25 and older said they don't consider themselves financially secure; 77% of low-income women said the same.
Sometimes mothers do know best
Rising women advisors apply their mothers' and mothers-in-laws' advice to grow their careers.
Goldman to pay $215 million to settle case on underpaying women
The trial, which had been scheduled for next month in New York, would have provided a rare public forum for testimony about inequality inside the financial industry.
