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Opaque business models cloud women’s way in advisory business
It's up to the industry to explain to potential recruits how advisors make a living.
ETF pioneer Kathleen Moriarty dies at 69
She earned the nickname 'SPDR Woman' for her work on the SPDR S&P 500 ETF Trust, which State Street Corp. introduced in 1993.
Leading with intention, compassion creates a firm that attracts quality talent
When advisers are focused on the activities they enjoy, flexing their best skill set, they will win and be happy while doing it.
Grace, rather than censure, advances inclusion
Grace and goodwill are the way to build bridges that include all.
Diversity imperatives snapped into focus
Accountability for fulfilling vows of diversity and inclusion has been scarce, but a spate of new scholarship and outreach programs signaled progress.
Alexandra Lebenthal, third-generation Wall Streeter, invests in first-generation women business owners
Steeped in finance, Lebenthal turns her considerable influence to accelerate growth for women-led businesses.
Women behind schedule when it comes to retirement savings, study shows
A Goldman Sachs report shows that more women than men believe they're behind schedule on saving for retirement, with nearly a quarter of women saying they were 'very' behind schedule.
SVB names Erin Platts president of SVB Private
The bank appointed David Sabow to succeed Platts as CEO of Silicon Valley Bank UK and head of EMEA.
Naureen Hassan to oversee UBS Americas’ digital-focused teams
The groups that Hassan will take responsibility for were previously part of the global wealth-management operation.
Aspiring next-gen advisers crave inspiration
Next Gen advisers want to know that their investment in their careers is also an investment in others, and in the world.
Ascension winners set a high bar for themselves and the industry
InvestmentNews' Ascension Award recognizes financial services industry workplaces where women comprise at least 30% of the C-suite.
New award salutes both representation and equity
The Ascension Award recognizes the straightforward achievement of women comprising at least 30% of a winning organization’s C-suite.
The 2022 Alexandra Armstrong winner is Amy Webber of Cambridge
The CEO has taken a road less traveled and says she still has many miles to go.
Post-Roe environment calls for finesse and wisdom from advisers
The Dobbs decision threatens uncertainty for many of our clients but it also can bring out our professional best when we help them craft the safeguards they deserve.
One woman’s vision to empower women clients transcends tragedy
The Lucy Shair Foundation for Women in Finance seeks to reduce the gender gap by neutralizing one barrier to establishing a firm of one’s own: lack of seed capital.
Introducing the 2022 Women to Watch
This is what success looks like: 23 women financial advisers and industry executives who are advancing the financial advice profession on their own terms and 15 employers that have set a higher standard for women in their workforces and for women clients.
Financial advice is the midlife job that women want – but don’t know exists
In the past two years, American women have had a collective epiphany: They want to trade in their current careers for something different and better.
Midcareer women benefit from the rise of the returnship
A little effort delivers big results when firms build on-ramps for women who want to re-enter the workforce.
Strategies for continuing to diversify the wealth management industry
Panelists at the Women Adviser Summit in New York City say firms need to rethink how they look for new talent if they're serious about increasing diversity in the industry.
Study points out barriers to success of women advisers
Nearly three-quarters of respondents to a Carson Group survey note that women must juggle professional responsibilities with caregiving obligations.
