Ms. Ruhlin was given the Alexandra Armstrong lifetime achievement award, Ms. Dorsainvil was named "Rising Star," and 20 other women were recognized for their contributions to the industry.
The industry needs to change the perception of wealth management from 'old boys' club' sales to modern financial problem-solving.
This new State Street Global Advisors and InvestmentNews research paper identifies calls to action that can help firms implement sustainable change and facilitate inclusivity.
Only 2% of the $12 trillion in assets in U.S. open-end mutual funds are managed by women.
Despite record number of new female CFPs, women still stuck at 23%.
Advisers say old stereotypes are thwarting the advance of women.
There is a significant opportunity for advisers who can help women make the most of complex financial dynamics.
Firm adds premium and private wealth management tiers with elements of goals-based planning and career advice.
Inspiring the Next Generation of Financial Advisers.
Trailblazing women's advocate gives $100,000 to a new gender diversity fund.
Supplies are running low and outreach needs to grow.
Women, millennials and those worth at least $10 million are the biggest fans of SRI or ESG strategies, says Nuveen's Marcus Valesco.
Advisory firms describe changes in recruiting, compensation and coaching that can boost support for women.
The number of ESG funds has increased sharply over the past few years, and interest is growing among advisers.
CEO Abigail Johnson has promised to root out the mistreatment of women
Despite economic clout, 81% of women confront stereotypes, such as financial ignorance or risk-aversion.
Female clients prefer female advisers, the fund giant has found
The former wealth management executive's startup robo-adviser tailors portfolios to women's distinct career paths.
New report says staff errors resulted in lower payments to widows and widowers.
Many female clients want advisers to educate them about investing and longevity risks.
