Women are underrepresented in the advice industry, but at some independent broker-dealers, they make up a significant portion of the producing reps.
Christine Gustafson and her team at Phoenix Wealth Management are based in Phoenix, Arizona.
Dimple Shah is named executive vice president of corporate strategy and Iryna Northrip becomes chief compliance officer for investment advisory.
Many women advisers are uniquely equipped to catalyze clients' values into plans and actions, said speakers at the Women Adviser Summit.
Gwen Campbell says in a complaint filed with the EEOC that she was subjected to 'name-calling' and 'sexist decrees' when she joined JPMorgan in 2020.
The three-person team in Santa Barbara, California, is led by Antonia LaRocca and operates as Saige Private Wealth.
Building a more diverse workforce solves multiple challenges currently facing the wealth management industry.
Women's emotional and social competencies are essential for financial advisers, who often have to have tough conversations with clients and handle delicate situations.
The new team will offer investments that focus on promoting equality, expanding opportunities and improving outcomes for underrepresented or marginalized groups.
The company will use the capital to deepen its offerings and product solutions, and help women reach their money goals.
Black Americans increasingly turn to newer types of assets, like cryptocurrency, that are less likely to be associated with structural discrimination, according to a study from Ariel and Schwab.
Survivor benefits can continue for those who wait until they're 60 to wed.
Four-adviser Stonebridge Financial Planning Group, which is based in Orlando, Florida, specializes in working with women in transition.
Women Adviser Summit panelists say the financial planning industry needs more advisers focusing on the LGBTQ-plus community.
Ann Alsina kicks off the Women Adviser Summit by inspiring women to find their own niche.
Kristi Turchan and Debbie Verker operate as Ascend Wealth Management in Grand Rapids, Michigan.
Both new and existing retirees face the challenge of generating steady income in the low-interest-rate environment, which calls into question the traditional 60/40 investment strategy.
Head of sustainable investing shares how the firm integrates ESG and works with companies to decarbonize.
In her new role as head of ESG at American Century Investments, Sarah Bratton Hughes says she's ready to push the firm into the megatrends that will dominate the next 20 years.
You have one chance to show clients why you started your own firm, and most importantly, how they will be better off.
