Women Advisor Community

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Women taking bigger role in family finances, despite men: Report
YOUR PRACTICE RETIREMENT PLANNING JUN 10, 2020
Women taking bigger role in family finances, despite men: Report

Nearly a third of women said they had primary responsibility for household saving and investing decisions, but only 5% of men agreed

By Emile Hallez
Her Voice Matters: Inspiring change with shareholder advocacy
YOUR PRACTICE OPINION JUN 09, 2020
Her Voice Matters: Inspiring change with shareholder advocacy

Advisers can help clients push companies to deliver on ESG criteria

By Kristin Hull
Retirement worries rise most for women during pandemic
YOUR PRACTICE RETIREMENT PLANNING JUN 05, 2020
Retirement worries rise most for women during pandemic

Already facing greater retirement-security challenges, women said the crisis has put them farther behind, according to a recent survey

By Emile Hallez
Goldman names new wealth management head for N.Y. region
YOUR PRACTICE PRACTICE MANAGEMENT JUN 03, 2020
Goldman names new wealth management head for N.Y. region

Nicole Pullen Ross, who most recently headed the firm's Mid-Atlantic region, becomes one of its highest-profile black female executives

By Bloomberg
Her Mentorship Matters: Offering encouragement can provide a young woman the confidence she needs to succeed
YOUR PRACTICE WOMEN ADVISOR COMMUNITY MAY 23, 2020
Her Mentorship Matters: Offering encouragement can provide a young woman the confidence she needs to succeed

Meet a special mentor-mentee pair from Edelman Financial Engines

By InvestmentNews
Vanguard's $50 billion woman outperformed amid bond market chaos
YOUR PRACTICE FIXED INCOME MAY 20, 2020
Vanguard's $50 billion woman outperformed amid bond market chaos

Several of the actively traded fixed-income funds Gemma Wright-Casparius runs have beaten most of their peers so far this year

By Bloomberg
More women advisers may be unexpected benefit of COVID-19 crisis
YOUR PRACTICE RIAS MAY 14, 2020
More women advisers may be unexpected benefit of COVID-19 crisis

Shannon Eusey, CEO of the largest women-led RIA, said the new era of remote work will open doors

By Emile Hallez
10 IBDs with the most female reps
YOUR PRACTICE BROKER DEALERS MAY 07, 2020
10 IBDs with the most female reps

These independent broker-dealers have the highest percentages of female producing reps

By InvestmentNews
Long-term care is a woman’s issue
YOUR PRACTICE RETIREMENT PLANNING MAY 04, 2020
Long-term care is a woman’s issue

The aging of baby boomers increases the urgency around LTC planning

By Mary Beth Franklin
Will financial costs of COVID-19 be greater for women?
YOUR PRACTICE WOMEN ADVISOR COMMUNITY APR 07, 2020
Will financial costs of COVID-19 be greater for women?

Legacy of coronavirus for women may be its fiscal toll

By Liz Skinner
Launching virtually on May 14
YOUR PRACTICE WOMEN ADVISOR COMMUNITY APR 02, 2020
Launching virtually on May 14

Online Women Adviser Summit to focus on business challenges and opportunities during this difficult time

By InvestmentNews
Inspiring and facilitating mentorship for young advice professionals
YOUR PRACTICE WOMEN ADVISOR COMMUNITY MAR 09, 2020
Inspiring and facilitating mentorship for young advice professionals

InvestmentNews to foster this critical step towards success

By Liz Skinner
Her Voice Matters: Challenging stereotypes for International Women's Day
YOUR PRACTICE WOMEN ADVISOR COMMUNITY MAR 08, 2020
Her Voice Matters: Challenging stereotypes for International Women's Day

Taking a fresh look at how we count women in the profession

By Kate Healy
Women have an edge as financial advisers
YOUR PRACTICE OPINION MAR 06, 2020
Women have an edge as financial advisers

In a competitive situation, female advisers have a sense of empathy that helps them relate to clients on a personal level

By Erin Botsford
Her Voice Matters: Seeing female leaders will boost women in advice
YOUR PRACTICE OPINION MAR 06, 2020
Her Voice Matters: Seeing female leaders will boost women in advice

Retaining women advisers requires career development efforts

By Patty Carter
Women and retirement preparedness
YOUR PRACTICE RETIREMENT PLANNING MAR 05, 2020
Women and retirement preparedness

As International Women's Day approaches this Sunday, female investors continue to face challenges related to longevity and lower lifetime earnings

By Mary Beth Franklin
Let’s aim for advisers to better reflect investors
YOUR PRACTICE PRACTICE MANAGEMENT FEB 29, 2020
Let’s aim for advisers to better reflect investors

Helping women move beyond entry-level positions in their financial services careers could make a meaningful dent in the dearth of female leaders

By InvestmentNews
Empathy can help advisers succeed with clients
YOUR PRACTICE OPINION FEB 28, 2020
Empathy can help advisers succeed with clients

Why many women aren't seeking advice

By Courtney Laffler
Fidelity focusing on recruiting women to the industry
YOUR PRACTICE PRACTICE MANAGEMENT FEB 14, 2020
Fidelity focusing on recruiting women to the industry

The firm is seeking to build a culture where everyone understands the business value of diversity, says Fidelity Institutional’s Lisa Burns

By InvestmentNews
Valentine’s Day reminder: A man is not a plan
YOUR PRACTICE RETIREMENT PLANNING FEB 13, 2020
Valentine’s Day reminder: A man is not a plan

A new white paper offers women a guide to financial competency

By Mary Beth Franklin