Displaying 745 results
Putnam hires ESG leader from BofA
Jackie VanderBrug has been appointed Putnam’s head of sustainability strategy, reporting to CEO Robert Reynolds.
Single women trailing married counterparts when it comes to retirement, EBRI says
The latest report from the Employee Benefit Research Institute offers a significant wake-up call when it comes to single female employees and their retirement prospects.
Commonwealth taps ex-LPL attorney for cybersecurity oversight
In the newly created position, Michelle Kelley will lead the firm’s legal department and provide counsel on cybersecurity and privacy laws.
Women now integrate inflation into intuitive risk assessments
In the wake of the economic and social upheaval of the past two years, more factors play into women's assessments of risk
The Case for Mentorship in Financial Services
Companies with mentor programs outperform those without. Three benefits show why, and justify investing in such a program.
Retooled scorecards will better measure women-led results, says new book
Women asset managers and corporate leaders assess risk and opportunity over a longer time frame, justifying new methods of measuring their results.
eMoney names Susan McKenna permanent CEO
The executive had been appointed interim CEO in March after former CEO Ed O’Brien announced he was returning to Fidelity to lead institutional technology.
Cambridge Investment elevates three to office of the CEO
Colleen Bell, Jeff Vivacqua and Seth Miller become presidents of their respective divisions as part of a new organizational structure.
UBS adds a $100 million adviser in San Diego
Carolin Botzenhardt, who had been with Wells Fargo for five years, joins the La Jolla, California, office of UBS Private Wealth Management.
Kate Healy named to head CFP Board’s Center for Financial Planning
The former TD Ameritrade executive led the company’s Generation Next diversity program.
Policymakers should tailor regulations for small businesses
The SEC's proposed cybersecurity rule is an example of a one-size-fits-all regulation that would significantly affect smaller firms.
Using the Great Resignation to drive gender diversity in the industry
There's a growing pool of women seeking second careers who come from sectors including education and nursing, professions that create skills perfectly suited for wealth management.
Latest crop of diversity programs hope to create wider, more welcoming points of entry
Goals include dismantling barriers and creating new ways to reach and invite women and minorities.
70% of advisers describe themselves as successful
American College survey finds trust, individual effort and specialized knowledge as the three most important influences on achieving success.
BlackRock offers portfolios tailored specifically for women
The portfolios take into account gender discrepancies around life expectancy, time in the workforce and income.
Two essential retirement guides for women
Financial planning pioneers share their experiences and wisdom on the challenges of retirement.
Naureen Hassan brings deep tech expertise to guide UBS digital shift
Hassan, who will succeed Tom Naratil as president of UBS Americas, has served as Morgan Stanley’s chief digital officer and led the launch of Schwab’s robo-adviser.
Expand, extend client relationships with communication amplifying trust, values
The post-Covid economy serves up an array of new opportunities for women advisers to win and keep clients, according to speakers at the Women Adviser Summit in Denver.
Mercer Global acquires woman-owned $250 million planning firm
Starks Financial Group, which was founded in 1999, is based in Asheville, North Carolina.
Ameriprise’s indie unit nabs woman-led team managing $1.7 billion
Jennifer Marcontell had been with Edward Jones for 22 years in Baytown, Texas.
