The firm's director of personal finance shares how she came to love the industry and the greatest compliment she's heard from fund managers.
Some highs and lows, swings and misses
Despite having less experience than women, men in the service adviser role, for example, were nearly twice as likely to have been promoted in the past year.
Studies show that women tend to be less overconfident, have a flatter probability weighting curve and may do a better job of matching expected outcomes with actual outcomes.
Be aware that many women in your firm can do the jobs above those they're currently in, but might not recognize it.
The assistant labor secretary recounts her serendipitous career and what motivates her to help women facing financial crises in retirement.
The executive credits strong mentors and her husband for the success she has achieved today.
After an illness unexpectedly put her in charge of her father's finances, SheCapital founder Tina Powell started a program to help fellow women better manage money.
Having a mentor who sees the "future you" and good relationships are key to a strong career.
Firms need women's voices at the top to help shape their strategic decision-making and stay in tune with their clients' needs.
<i>Breakfast with Benjamin</i>: Citing the rapidly-changing economy, the former Citigroup and Bank of America exec says job insecurity in finance will likely increase.
Having a safe place to discuss financial matters is attractive to female clients, who often don't know where to turn for help.
Mary Jo White, chairwoman of the SEC, believes it is a duty for women to help push each other forward in their careers.
While there are amazing women in our industry, there's always more we can do to empower women to excel.
Though Ford, now president of Cetera Advisors, faced a daunting Series 24 prep class, she leaned on her parents for many of the early lessons she learned about the industry.
Percentage of women in Congress similar to their proportion in the advice sector, with plenty of room to grow
How financial advisers can put this strategy into practice and begin to invest with a gender lens
Pay inequity in the industry beats the national median, but the data takes a discouraging turn when looking at firm owners
