"It's smart to align with a proven center of influence, CPAs," an industry consultant says.
Survey finds that women report feeling the most knowledgeable when it comes to paying bills, maintaining good credit, and saving for emergencies.
The IBD adds veteran woman advisor with 23 years of industry experience from Charles Schwab.
But are they ready to provide the unique advice that's required?
Firms benefit from different points of view and diversity; if women are underrepresented on your team, take steps to change that.
The financial industry veteran from South Carolina joins the brokerage giant after previously managing around $250M in client assets.
Women have less insurance coverage and more concerns than men, but financial professionals can step in to bust myths about insurance.
Female advisors share their experiences and insights in recognition of International Women’s Day.
Expressive Wealth, led by women, takes an approach that includes having a clinical psychologist on staff.
The Pink Chip index aims to highlight how women-led companies are doing in the stock market.
Part of her focus will be to 'cultivate and elevate the story' of Emigrant Bank in the wealth management industry, she says.
Advisory teams that can relate to our changing demographics not only makes sense socially but also from a business standpoint.
‘If a firm values its human capital, then it will make an investment to make sure that their talent can flourish for the advancement of the bottom line,’ says Lazetta Rainey Braxton, co-CEO of 2050 Wealth Partners.
Online poll showcases the paradox of rising financial autonomy and decreasing confidence across generations of women.
The Maryland-based firm will become an affiliate partner of Summit.
'As we continue to mirror the beautiful mosaic of our country, our industry will be that much more impactful in changing lives,' advisor says.
The percentage of female fund managers around the globe has consistently hovered around 12% over the past two decades.
'I watched men get the advantage in so many ways,' Cathy Curtis says. 'And I got really tired of that myself.'
Waddell decided to focus on women in tech because, she says, 'I live in Seattle. Everybody works in tech.'
The journey of Caryn Zweig, CEO of Abner Herrman & Brock Asset Management, has been marked by a keen eye for how and when to invest.
