Displaying 745 results
Webber, Franklin win top Women to Watch awards
Amy Webber, CEO of Cambridge Investment Research Inc., won the Alexandra Armstrong Lifetime Achievement Award, while Mary Beth Franklin took home the Trailblazer Award.
Merrill team managing $160 million joins Raymond James
Abbie Osterbur and Niralee Patel are joining the firm’s employee adviser channel in Champaign, Illinois.
What women want in financial services
The financial services industry needs to take into account the unique needs and investing perspectives of women.
Study finds US women reach retirement with 75% of men’s wealth level
The report found that women in senior expert and leadership roles were found to have 62% of the accumulated wealth that their male counterparts enjoyed at retirement.
Financial services firms leave billions on the table by overlooking women investors
A report details unique needs and investing perspectives of women and estimates that failing to tailor products to their needs cost the industry about $14 billion last year.
NAPFA names Leslie Stokes interim CEO
Stokes replaces current CEO Geoffrey Brown, who is ending his tenure Nov. 15.
Find women where they are to win midlife talent
With millions of women in a great career reset, this industry has a once-in-a-generation opportunity to introduce itself to women looking for something different, better and sustainable.
What women clients want
A recent study suggests the wealth management industry left $14 billion of potential revenue on the table last year by failing to tailor its products and services to women.
BNY hires head of responsible investing from Neuberger
Manisha Ali 'will help build and shape the Investors Solutions Responsible Investing franchise.'
SageView to acquire $415 million RIA
The women-led Lakeview Wealth Management, which is based in Deer Park, Illinois, offers retirement and financial planning services.
Edward Jones adviser managing $331 million opts for Ameriprise
Cate Grinney forms all-female indie firm in Fairbault, Minnesota, and affiliates with the independent channel of Ameriprise.
Closing the gap: New network sees potential in client care circles
Collaboration between complementary professionals is a missing link for many clients, who are expected to patch advice from various professionals into a comprehensive plan.
Merit Financial Group acquires Triad Financial Strategies
The purchase marks Merit's 11th deal since it partnered with private equity investors in December 2020.
Kane voted FPA 2023 president-elect
George Fernández was elected to replace Kane as the Financial Planning Association's treasurer.
Women take the lead at Advisor Group
The imperative for having more women in charge of brokerage and advisory firms is pretty clear — in the future women will control more of the nation's wealth.
Women-led $340 million team pivots to LPL from Ameriprise
Rubino Skedsvold Moran & Associates, which is based in Portland, Oregon, will use the firm’s RIA and custodial platforms.
US SIF CEO Lisa Woll to step down
Woll has been the face of one of the most prominent organizations supporting sustainable investing for 16 years.
Morgan Stanley adviser managing $185 million joins Ameriprise
Kim Garrison is moving to the firm's employee channel in Springfield, Missouri.
New foundation offers startup grant to aspiring women advisers
A new grant to help women launch their own advisory firm is offered by a foundation honoring an adviser who died young
How women advisers can create white space for new ideas
Staying busy may seem like the path to success, but without time to reflect, advisers could be using their time and energy on the wrong things.
