Women Advisor Community

Displaying 773 results
Advisers draw inspiration from women who ran for Congress
YOUR PRACTICE REGULATION AND LEGISLATION NOV 17, 2018
Advisers draw inspiration from women who ran for Congress

Seeing women break through barriers in politics is encouraging to those in other male-dominated fields.

By Mark Schoeff Jr.
Kara Stein: Recent gains in female leadership aren't enough
YOUR PRACTICE PRACTICE MANAGEMENT NOV 17, 2018
Kara Stein: Recent gains in female leadership aren't enough

SEC commissioner says we've come a long way, but until we fully utilize the potential of half the population, we'll lose out on innovation and growth.

By Kara Stein
Hester Peirce: All women do not speak with the same voice, and SEC commissioners are no different
YOUR PRACTICE OPINION NOV 17, 2018
Hester Peirce: All women do not speak with the same voice, and SEC commissioners are no different

A history of decisions by female members of the Securities and Exchange Commission demonstrates that women bring multiple perspectives to their roles

By Hester Peirce
Peggy Ruhlin on steps advice firms can take to improve the female famine
YOUR PRACTICE PRACTICE MANAGEMENT NOV 17, 2018
Peggy Ruhlin on steps advice firms can take to improve the female famine

CEO and 2017 Alexandra Armstrong Award winner says it doesn't have to be difficult to make a difference.

By Peggy Ruhlin
How to be a mentor
YOUR PRACTICE PRACTICE MANAGEMENT NOV 17, 2018
How to be a mentor

Mentoring and sponsoring others is our responsibility, but establishing a relationship with a mentee takes thoughtfulness and time.

By Rianka R. Dorsainvil
Wells Fargo reportedly ends investigation of gender bias in wealth management unit
YOUR PRACTICE PRACTICE MANAGEMENT NOV 09, 2018
Wells Fargo reportedly ends investigation of gender bias in wealth management unit

Wealth management head Jay Welker, a focus of many complaints, announced plans to retire on Tuesday

By Ryan W. Neal
Demand for ESG investing is knocking at your door ... or should be
YOUR PRACTICE ESG OCT 29, 2018
Demand for ESG investing is knocking at your door ... or should be

Panelists at the InvestmentNews Women Adviser Summit discuss the opportunity of engaging clients and prospects on environmental, social and governance issues.

By Liz Skinner
Advisers drawing in clients with charitable approach
YOUR PRACTICE PRACTICE MANAGEMENT SEP 17, 2018
Advisers drawing in clients with charitable approach

Marketing that incorporates philanthropy can help advisers meet new prospects.

By Liz Skinner
InvestmentNews debuts impact investing documentary at the UN
YOUR PRACTICE ESG SEP 11, 2018
InvestmentNews debuts impact investing documentary at the UN

Financial advisers learn how to talk with clients about the subject, with women and millennials showing the most interest.

By Sarah Min
Many of the best financial jobs for women aren't on Wall Street
YOUR PRACTICE WOMEN ADVISOR COMMUNITY AUG 10, 2018
Many of the best financial jobs for women aren't on Wall Street

Asset managers with the highest share of female portfolio managers are located far from Manhattan

By Bloomberg
Networking plays a key role in helping women advisers advance
YOUR PRACTICE PRACTICE MANAGEMENT AUG 09, 2018
Networking plays a key role in helping women advisers advance

Center-of-influence networks, which can serve as a source of referrals, remain primarily the domain of men.

By Dale Brown
The rise of the female financial adviser
YOUR PRACTICE OPINION AUG 08, 2018
The rise of the female financial adviser

Boomers' wealth transfer and the industry's shift from investment management to financial planning are among the factors that may lead to more women in adviser roles

By Joni Youngwirth
Empowering female clients requires they talk about this
YOUR PRACTICE PRACTICE MANAGEMENT JUL 12, 2018
Empowering female clients requires they talk about this

Advisers need to help break the silence and guide women to fix their financial futures.

By Donna Goodison
Women to lead CFA Institute board
YOUR PRACTICE PRACTICE MANAGEMENT JUL 12, 2018
Women to lead CFA Institute board

Heather Brilliant and Diane Nordin will helm a diverse governing board for the global network.

By Blair H. duQuesnay
Looking for a competitive edge? Embrace diversity
YOUR PRACTICE WOMEN ADVISOR COMMUNITY JUL 11, 2018
Looking for a competitive edge? Embrace diversity

How advisers can tap the long-term performance edge that diverse leadership teams provide.

By Betsy Moszeter
Divorced women declare financial independence
YOUR PRACTICE RETIREMENT PLANNING JUL 03, 2018
Divorced women declare financial independence

Selling an engagement ring can jump-start savings.

By Mary Beth Franklin
Sallie Krawcheck wants women to take control of their money
YOUR PRACTICE PRACTICE MANAGEMENT JUN 21, 2018
Sallie Krawcheck wants women to take control of their money

The former wealth management executive now running robo adviser Ellevest says women need to invest as much as men do.

By Sarah Min
Where to find women financial adviser candidates
YOUR PRACTICE PRACTICE MANAGEMENT JUN 19, 2018
Where to find women financial adviser candidates

Plancorp looks beyond financial degrees to recruit females with broad experience.

By Sarah Min
YOUR PRACTICE WOMEN ADVISOR COMMUNITY JUN 05, 2018
Women to Watch: Help us find the next generation of female leaders

Nominations are open, and your participation can play into the bigger picture of advancing our industry.

By SSIRACUSE
Kara Murphy appointed chief investment officer at United Capital
YOUR PRACTICE RIAS JUN 01, 2018
Kara Murphy appointed chief investment officer at United Capital

She joins the roster of the few female C-suite executives in the financial advice space

By Sarah Min