Women Advisor Community

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Goldman plans $10 billion initiative to support Black women
YOUR PRACTICE WOMEN ADVISOR COMMUNITY MAR 12, 2021
Goldman plans $10 billion initiative to support Black women

The program, which includes $100 million going to philanthropic efforts, has the goal of affecting the lives of 1 million Black women by 2030.

By Bloomberg
Wall Street needs to come clean on diversity data
YOUR PRACTICE FINTECH MAR 09, 2021
Wall Street needs to come clean on diversity data

Opening up the books will put pressure on companies to hire more women and also allow the industry to acknowledge the firms that succeed. There’s no reason for companies to keep investors in the dark about diversity.

By Sean Allocca
Fintech Q&A: Ally Invest President Lule Demmissie
YOUR PRACTICE FINTECH MAR 08, 2021
Fintech Q&A: Ally Invest President Lule Demmissie

Ally Invest President Lule Demmissie shares her experience as a leading woman in fintech breaking down internal barriers for gender equity.

By Nicole Casperson
Women leading wealthtech's evolution
YOUR PRACTICE FINTECH MAR 08, 2021
Women leading wealthtech's evolution

CEOs and other women in the fintech C-suite are spearheading the sector's progression and paving pathways for gender equity.

By Nicole Casperson
Women more likely to step forward in financial services if treated fairly
YOUR PRACTICE OPINION MAR 08, 2021
Women more likely to step forward in financial services if treated fairly

Advancing women in the workplace must be a wealth management priority. Here are ways firms can create change.

By Shirl Penney
Working women – stand proud
YOUR PRACTICE OPINION MAR 05, 2021
Working women – stand proud

The last year has been tough, and female financial professionals have felt pulled in many directions.

By Erin Botsford
Best Places to Work 2021: Top firms outpace peers on diversity
YOUR PRACTICE OPINION MAR 05, 2021
Best Places to Work 2021: Top firms outpace peers on diversity

Most of the winning workplaces have implemented policies to actively hire and retain a more diverse staff.

By Devin McGinley
Women run 401(k)s better than men: Morningstar
YOUR PRACTICE RETIREMENT PLANNING MAR 03, 2021
Women run 401(k)s better than men: Morningstar

Plans administered by women more often include target-date funds, automatically enroll workers and have better plan governance, according to a new report.

By Emile Hallez
Abacus Wealth merges with social justice RIA Robasciotti & Philipson
YOUR PRACTICE PRACTICE MANAGEMENT MAR 03, 2021
Abacus Wealth merges with social justice RIA Robasciotti & Philipson

Co-founders of the RIA Rachel Robasciotti and Maya Philipson will not work with clients at Abacus and will largely spend time managing their ETF. The firm reported $130 million in assets under management.

By Jeff Benjamin
Financial security harder to achieve for Black, Latina women, report finds
YOUR PRACTICE RETIREMENT PLANNING MAR 02, 2021
Financial security harder to achieve for Black, Latina women, report finds

New research shows that while Covid-19 has hurt retirement prospects for women in general, Black and Latina women face greater financial challenges than white women.

By Emile Hallez
JPMorgan’s Thasunda Duckett named TIAA chief executive
YOUR PRACTICE RETIREMENT PLANNING FEB 25, 2021
JPMorgan’s Thasunda Duckett named TIAA chief executive

Duckett succeeds Roger Ferguson Jr., who had announced his plans to retire. She was most recently CEO of Chase Consumer Banking.

By Bloomberg
How the pandemic highlights diversity challenges in financial services
YOUR PRACTICE PRACTICE MANAGEMENT FEB 23, 2021
How the pandemic highlights diversity challenges in financial services

Speakers at Women in Asset Management summit say diversity and inclusion efforts can begin anywhere.

By Jeff Benjamin
Former TD Ameritrade exec to head innovation for Fed
YOUR PRACTICE PRACTICE MANAGEMENT FEB 23, 2021
Former TD Ameritrade exec to head innovation for Fed

Sunayna Tuteja will assume a new role as the central bank’s chief innovation officer.

By InvestmentNews
Women rely on financial advisers more than men
YOUR PRACTICE WOMEN ADVISOR COMMUNITY FEB 18, 2021
Women rely on financial advisers more than men

But many women are reluctant to pay for advice, with only 51% of female respondents surveyed by Cerulli agreeing that they are willing to pay for financial advice, compared with 58% of men.

By Mary Beth Franklin
Reegan Rae named co-CEO at Arnerich Massena
YOUR PRACTICE PRACTICE MANAGEMENT FEB 11, 2021
Reegan Rae named co-CEO at Arnerich Massena

Firm founder Tony Arnerich is stepping down as co-CEO; Bryan Shipley becomes sole CIO in addition to co-CEO.

By InvestmentNews
COVID accelerates the evolution in key financial planning trends
YOUR PRACTICE PRACTICE MANAGEMENT FEB 10, 2021
COVID accelerates the evolution in key financial planning trends

Women Adviser Summit speaker Shannon Spotswood of RFG Advisory says the pace of change in the advisory business 'has been put on steroids' and explains how to future-proof your business.

By Mary Beth Franklin
Women’s retirement plans torpedoed by COVID
YOUR PRACTICE RETIREMENT PLANNING FEB 08, 2021
Women’s retirement plans torpedoed by COVID

Nearly three-quarters of women with investible assets of $100,000 or more say the pandemic has negatively impacted their ability to retire, but as that is happening, more women are turning to financial professionals for advice, according to a Nationwide survey.

By Mary Beth Franklin
An interview with Commonwealth's first chief diversity officer
YOUR PRACTICE PRACTICE MANAGEMENT FEB 06, 2021
An interview with Commonwealth's first chief diversity officer

Scarlett Abraham Clarke says high-level diversity and inclusion role is key to driving organizational change.

By Cheryl Cole
Who runs the world? Women – almost!
YOUR PRACTICE PRACTICE MANAGEMENT FEB 04, 2021
Who runs the world? Women – almost!

Females in leadership work. But,with women making up less than 20% of global leadership teams, there is a clear case for more action to bolster women in leadership in corporate America. If a woman can run a country, why not a Fortune 500 company?

By Cheryl Cole
InvestmentNews wins award for Women Adviser Summit
YOUR PRACTICE WOMEN ADVISOR COMMUNITY FEB 02, 2021
InvestmentNews wins award for Women Adviser Summit

The conference, which included five events held over seven months, was deemed the best virtual event series in 2020 by StreamGo.

By InvestmentNews