Women Advisor Community

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Where to find women financial adviser candidates
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
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
WOMEN ADVISOR COMMUNITY 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
PRACTICE MANAGEMENT MAY 29, 2018
Women advisers driving revenue growth

New research uncovers the 'female effect' in the advisory business.

By Jeff Benjamin
WOMEN ADVISOR COMMUNITY MAY 21, 2018
Iconiq fires executive after 30-year-old sexual assault charge comes to light

As #MeToo movement rages, big investors are taking deeper look at who handles their money.

By Bloomberg
Want to boost diversity of advisers and clients? Begin with the business case
PRACTICE MANAGEMENT MAY 11, 2018
Want to boost diversity of advisers and clients? Begin with the business case

Women and men have roles to play in helping to increase diversity of the industry's advisers and clients.

By Steven R. Strahler
PRACTICE MANAGEMENT MAY 05, 2018
Her road to financial advice was paved by her Vietnamese parents

Phuong Luong 'went into this field so that other people wouldn't have the financial stress my family had.'

By Deborah Nason
REGULATION, LEGAL & COMPLIANCE APR 27, 2018
Pimco rejects claims in discrimination suit filed by executive

Fund company says Stacy Schaus was paid well, but was an 'ineffective' manager.

By Robert Steyer
REGULATION, LEGAL & COMPLIANCE APR 24, 2018
Nevada broker sues Merrill Lynch over gender discrimination

Betsy Whipple accuses firm of 'illusory' signing bonus, fraud

By Bloomberg
PRACTICE MANAGEMENT APR 21, 2018
Minority-owned advisory firm makes diversity a priority

Minority-owned advisory firm keeps diversity in mind when hiring.

By Bloomberg
RETIREMENT PLANNING APR 20, 2018
The $1 million gender wealth gap

Compounding female wage inequity jeopardizes retirement security

By Mary Beth Franklin
WOMEN ADVISOR COMMUNITY APR 19, 2018
The $1 million gender wealth gap

Compounding female wage inequity jeopardizes retirement security.

By Mary Beth Franklin
WOMEN ADVISOR COMMUNITY APR 17, 2018
Sen. Warren seeks data showing depth of sexual harassment on Wall Street

Says large settlements and non-disclosure agreements keep allegations hidden from public

By Bloomberg
WOMEN ADVISOR COMMUNITY APR 13, 2018
Pimco accused of discrimination, retaliation by female executive

Stacy Schaus says she lost out on promotions to significantly younger men and was paid less than her male peers.

By Bloomberg
WOMEN ADVISOR COMMUNITY APR 13, 2018
Many women get a rude financial awakening when they divorce

Boomers and millennials alike still 'abdicating important decisions' to their husbands.

By Bloomberg
WOMEN ADVISOR COMMUNITY APR 04, 2018
Ladenburg women's group partners with national network

The W Source will help Ladenburg's female advisers build business referrals.

By Bloomberg
MUTUAL FUNDS MAR 27, 2018
Digital investment firm launches new fund for women

Latest offering from Ellevest will invest in offerings that help advance women.

By Bloomberg
WOMEN ADVISOR COMMUNITY MAR 27, 2018
An American CFP's experience in the land down under

Australia's money culture diverges from the U.S.'s given its higher standard of living and stronger retirement saving system.

By Cary Carbonaro
WOMEN ADVISOR COMMUNITY MAR 22, 2018
Women's History Month: Celebrating the women of financial planning

More needs to be done to ensure the industry and profession are open and welcoming to female professionals.

By Bloomberg
PRACTICE MANAGEMENT MAR 14, 2018
How to get women to feel comfortable about building wealth

At InvestmentNews<i>'</i> annual Women to Watch think tank, industry leaders brainstormed ways to educate women about personal finance.

By Ryan W. Neal