Women Advisor Community

Displaying 773 results
Ariel Investments promotes Mellody Hobson to co-CEO
YOUR PRACTICE PRACTICE MANAGEMENT JUL 11, 2019
Ariel Investments promotes Mellody Hobson to co-CEO

Chicago-based asset manager becomes a role model for leadership diversity

By Jeff Benjamin
Women whose spouses control the finances may be putting themselves, their families at risk
YOUR PRACTICE WOMEN ADVISOR COMMUNITY JUL 06, 2019
Women whose spouses control the finances may be putting themselves, their families at risk

Danger! When it comes to steering the financial ship, women are hesitant to make waves

By Mark Schoeff Jr.
Wells Fargo may not be shattering any glass ceilings anytime soon
YOUR PRACTICE WOMEN ADVISOR COMMUNITY JUN 21, 2019
Wells Fargo may not be shattering any glass ceilings anytime soon

Bank board's decision to open CEO search to outsiders may sideline Mary Mack from being first woman to lead a giant U.S. bank.

By Bloomberg
RIA with $15 billion in AUM appoints first female president
YOUR PRACTICE RIAS JUN 10, 2019
RIA with $15 billion in AUM appoints first female president

Wendy Hartman also joins the board of Buckingham Strategic Wealth, a firm that already has women in 40% of client-facing roles.

By Jeff Benjamin
Why aren't more women advisers making the leap to independence?
YOUR PRACTICE RIAS JUN 04, 2019
Why aren't more women advisers making the leap to independence?

Women breakaways share a common thread: They feel the fear and do it anyway. But why?

By Mindy Diamond
Are China trade tensions a concern among your clients?
YOUR PRACTICE EMERGING MARKETS MAY 28, 2019
Are China trade tensions a concern among your clients?

The situation goes beyond tariff increases, so be ready to explain why China matters to the U.S. economy and investors.

By Liz Skinner
The world is flat and some people like it that way
YOUR PRACTICE RETIREMENT PLANNING MAY 15, 2019
The world is flat and some people like it that way

Change is hard, but these six wealth management trends won't wait.

By Steve Gresham
Building dialogue with lawmakers to advance women's careers
YOUR PRACTICE REGULATION AND LEGISLATION MAY 03, 2019
Building dialogue with lawmakers to advance women's careers

FSI members met with legislators who are members of a new House Financial Services subcommittee on diversity and inclusion.

By Dale Brown
Rich women increasingly call the shots, wealth heads say
YOUR PRACTICE WOMEN ADVISOR COMMUNITY APR 11, 2019
Rich women increasingly call the shots, wealth heads say

Women control $14 trillion of assets in the U.S., but they're underserved by financial advisers, says Merrill's Sieg

By Bloomberg
What a man can learn by attending a women's financial conference
YOUR PRACTICE PRACTICE MANAGEMENT APR 09, 2019
What a man can learn by attending a women's financial conference

Understanding the perspective and needs of women in the financial advice industry is an eye-opening experience.

By Louie A. Valdez
Financial literacy could make advice more accessible to women of color
YOUR PRACTICE PRACTICE MANAGEMENT MAR 18, 2019
Financial literacy could make advice more accessible to women of color

Industry leaders share their ideas at <i>InvestmentNews</i> Women to Watch think tank .

By Ryan W. Neal
Women to Watch: Karen Schaeffer, Rachel Moran honored at fourth annual luncheon
YOUR PRACTICE WOMEN ADVISOR COMMUNITY MAR 14, 2019
Women to Watch: Karen Schaeffer, Rachel Moran honored at fourth annual luncheon

22 women accepted awards for their outstanding work in the financial advice industry.

By Ryan W. Neal
Firms can't afford to ignore female clients
YOUR PRACTICE PRACTICE MANAGEMENT FEB 08, 2019
Firms can't afford to ignore female clients

Holding women-only events and discussing 'fire-drill scenarios' with disengaged wives are two approaches firms could employ to connect with female clients.

By Jeff Benjamin
Jefferies CEO won't tolerate discrimination against female bankers by male colleagues
YOUR PRACTICE WOMEN ADVISOR COMMUNITY DEC 13, 2018
Jefferies CEO won't tolerate discrimination against female bankers by male colleagues

Referencing Bloomberg News story, Rich Handler says 'there's no excuse' for excluding women from social situations for fear of #MeToo movement.

By Bloomberg
Are you serious, Wall Street? A response to the #MeToo 'advice' of men
YOUR PRACTICE RIAS DEC 05, 2018
Are you serious, Wall Street? A response to the #MeToo 'advice' of men

Men worried about #MeToo repercussions should consider whether their after-hour activities and jokes are appropriate.

By Anna Maria Garcia
Q&A with Abigail Johnson and Kathleen Murphy of Fidelity Investments
YOUR PRACTICE MUTUAL FUNDS NOV 19, 2018
Q&A with Abigail Johnson and Kathleen Murphy of Fidelity Investments

The Fidelity CEO, along with the president of personal investing, discuss record earnings, allegations of sexual misconduct and the challenges facing a changing industry.

By Bloomberg
Female advisers more likely to consider ESG investing strategies
YOUR PRACTICE ALTERNATIVES NOV 19, 2018
Female advisers more likely to consider ESG investing strategies

Use of ESG investments is increasing year over year, and women show the highest levels of interest and understanding of their benefits

By jgallardo
From the C suite with Advisor Group's Valerie Brown: Everyone must contribute
YOUR PRACTICE PRACTICE MANAGEMENT NOV 17, 2018
From the C suite with Advisor Group's Valerie Brown: Everyone must contribute

The executive chairwoman expects staff at every level to 'show up,' and thinks diverse opinions lead to better results.

By Jeff Benjamin
Why wealth management needs more women
YOUR PRACTICE PRACTICE MANAGEMENT NOV 17, 2018
Why wealth management needs more women

Helping clients solve problems requires a level of empathy that's innate for most women.

By Brittain Prigge
Adviser suffers the challenge of being a disabled woman on Wall Street
YOUR PRACTICE OPINION NOV 17, 2018
Adviser suffers the challenge of being a disabled woman on Wall Street

Adviser survives cancer but loses her job in financial services.

By Cynthia D. DiBartolo