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10 IBDs with the highest portion of female reps in 2022
Women are underrepresented in the advice industry, but at some independent broker-dealers, they make up a significant portion of the producing reps.
Why the ESG backlash has little effect on corporations
Politicians' manufactured controversies are having minimal impact in boardrooms.
Liz Nesvold joins Cresset as president
Nesvold is exiting Raymond James to take on an expansive new role at Cresset's $30 billion platform.
Schwab’s Liz Ann Sonders says return to normal could be a rocky ride
Speaking at the Morningstar conference this week, the popular strategist said there are still excesses that need to be wrung out of the economy.
Merrill COO Kirstin Hill to leave firm, following Sieg’s departure
Some of Hill's responsibilities will be handed off to Jeff Busconi, who holds the newly created position of head of wealth management strategy, products and services.
Women gain momentum in new CFP numbers but overall percentage is stuck
Kate Healy, managing director of the CFP Board's Center for Financial Planning, focuses on the increase in the number of new female CFPs.
Connecting with clients requires advisors to show their own vulnerability
'If you crack yourself open, they'll crack themselves open alongside you. It makes the focus of your relationship about the truth,' Lupe Camargo said at the InvestmentNews Women Advisor Summit.
Pledges alone don’t catalyze diversity
It’s accountability and measurement that drive lasting change.
What’s so funny about diversity, equity & inclusion?
InvestmentNews will continue to promote what we perceive to be in the best interests of the advisory industry now and for generations to come: a diverse, equitable, inclusive, and exuberant makeup.
Native Women Lead snags big grant
The funding from the Comcast NBCUniversal Foundation will support the group's work of preparing Native American women for careers in asset management and wealth management.
To close opportunity gaps, focus on investment education
Educating Americans about how to participate in capital markets, build wealth and ensure their financial security requires an early start and meeting them where they are.
Guiding clients through market volatility and inflation
When things change, recency bias would have us wait rather than move forward.
Millions flow to Girls Who Invest
Investment firms are re-upping their investment in college women through new donations to the summer immersion program.
Sustainable fund advisor Mirova US gets new CEO
Zineb Bennani has worked for parent firm Natixis since 2005.
Women gaining traction on investing results, intentions
Women achieve better results than men when they make direct investments.
Overcoming ‘policy differences’ takes work early in rulemaking process: SEC’s Peirce
The commissioner characterizes SEC Chair Gensler's agenda as seeking dramatic regulatory change over 'huge swaths of the market,' while his predecessor, Jay Clayton, was more incremental.
EBRI names former Mercer executive Barb Marder president and CEO
Marder succeeds Lori Lucas, who retired at the end of 2022 after joining EBRI as president and CEO.
Picking an advisor who will stand the test of time
Cultivating loyalty with both members of a married couple requires that the advisor follow the same approach that leads to a successful marriage.
Native women launch on-ramp to asset management
A coalition of women's groups has opened a new apprenticeship program to draw Native American women into asset management, private equity and venture capital.
Stressed and blessed: Women want to talk finances with other women
Women are making headway with their personal financial goals, and they prefer talking with other women about money, a new Fidelity survey shows.
