The women-led Lakeview Wealth Management, which is based in Deer Park, Illinois, offers retirement and financial planning services.
Cate Grinney forms all-female indie firm in Fairbault, Minnesota, and affiliates with the independent channel of Ameriprise.
Collaboration between complementary professionals is a missing link for many clients, who are expected to patch advice from various professionals into a comprehensive plan.
The purchase marks Merit's 11th deal since it partnered with private equity investors in December 2020.
George Fernández was elected to replace Kane as the Financial Planning Association's treasurer.
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.
Rubino Skedsvold Moran & Associates, which is based in Portland, Oregon, will use the firm’s RIA and custodial platforms.
Woll has been the face of one of the most prominent organizations supporting sustainable investing for 16 years.
Kim Garrison is moving to the firm's employee channel in Springfield, Missouri.
A new grant to help women launch their own advisory firm is offered by a foundation honoring an adviser who died young
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.
Jackie VanderBrug has been appointed Putnam’s head of sustainability strategy, reporting to CEO Robert Reynolds.
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.
In the newly created position, Michelle Kelley will lead the firm’s legal department and provide counsel on cybersecurity and privacy laws.
In the wake of the economic and social upheaval of the past two years, more factors play into women's assessments of risk
Companies with mentor programs outperform those without. Three benefits show why, and justify investing in such a program.
Women asset managers and corporate leaders assess risk and opportunity over a longer time frame, justifying new methods of measuring their results.
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.
Colleen Bell, Jeff Vivacqua and Seth Miller become presidents of their respective divisions as part of a new organizational structure.
Carolin Botzenhardt, who had been with Wells Fargo for five years, joins the La Jolla, California, office of UBS Private Wealth Management.
