Women Advisor Community

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Most advisors overestimate ability to serve retirement needs of female clients
YOUR PRACTICE RETIREMENT PLANNING MAR 13, 2024
Most advisors overestimate ability to serve retirement needs of female clients

But are they ready to provide the unique advice that's required?

By Steve Randall
7 ways to encourage women to pursue financial advisory careers
YOUR PRACTICE OPINION MAR 13, 2024
7 ways to encourage women to pursue financial advisory careers

Firms benefit from different points of view and diversity; if women are underrepresented on your team, take steps to change that.

By Kristine McManus
Raymond James nabs Wells Fargo advisor
YOUR PRACTICE BROKER DEALERS MAR 12, 2024
Raymond James nabs Wells Fargo advisor

The financial industry veteran from South Carolina joins the brokerage giant after previously managing around $250M in client assets.

By Leo Almazora
Advisors can help fill life insurance gender gap, Limra says
YOUR PRACTICE LIFE INSURANCE AND ANNUITIES MAR 11, 2024
Advisors can help fill life insurance gender gap, Limra says

Women have less insurance coverage and more concerns than men, but financial professionals can step in to bust myths about insurance.

By Leo Almazora
More women advisors equal more clients
YOUR PRACTICE WOMEN ADVISOR COMMUNITY MAR 08, 2024
More women advisors equal more clients

Female advisors share their experiences and insights in recognition of International Women’s Day.

By Josh Welsh
An RIA by women for women (and everyone)
YOUR PRACTICE RIAS MAR 08, 2024
An RIA by women for women (and everyone)

Expressive Wealth, led by women, takes an approach that includes having a clinical psychologist on staff.

By Emile Hallez
Are women the next best investors?
YOUR PRACTICE WOMEN ADVISOR COMMUNITY MAR 08, 2024
Are women the next best investors?

The Pink Chip index aims to highlight how women-led companies are doing in the stock market.

By Josh Welsh
Veteran dealmaker Nesvold lands at Emigrant Bank
YOUR PRACTICE RIAS FEB 27, 2024
Veteran dealmaker Nesvold lands at Emigrant Bank

Part of her focus will be to 'cultivate and elevate the story' of Emigrant Bank in the wealth management industry, she says.

By Bruce Kelly
Industry should reflect on pace of change
YOUR PRACTICE PRACTICE MANAGEMENT FEB 12, 2024
Industry should reflect on pace of change

Advisory teams that can relate to our changing demographics not only makes sense socially but also from a business standpoint.

By InvestmentNews
Braxton encourages RIAs to see investing in diversity as a business strategy
YOUR PRACTICE RIAS FEB 12, 2024
Braxton encourages RIAs to see investing in diversity as a business strategy

‘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.

By Mark Schoeff Jr.
More women embracing family CFO role – but still feel financially insecure
YOUR PRACTICE PRACTICE MANAGEMENT FEB 06, 2024
More women embracing family CFO role – but still feel financially insecure

Online poll showcases the paradox of rising financial autonomy and decreasing confidence across generations of women.

By Leo Almazora
Summit Financial welcomes $300M female team to innovative partnership program
YOUR PRACTICE WOMEN ADVISOR COMMUNITY JAN 17, 2024
Summit Financial welcomes $300M female team to innovative partnership program

The Maryland-based firm will become an affiliate partner of Summit.

By Steve Randall
Number of CFPs, those taking credential exam both hit records in 2023
YOUR PRACTICE PRACTICE MANAGEMENT JAN 11, 2024
Number of CFPs, those taking credential exam both hit records in 2023

'As we continue to mirror the beautiful mosaic of our country, our industry will be that much more impactful in changing lives,' advisor says.

By Mark Schoeff Jr.
Adding and retaining women on Wall Street are goals for 2024
YOUR PRACTICE PRACTICE MANAGEMENT JAN 03, 2024
Adding and retaining women on Wall Street are goals for 2024

The percentage of female fund managers around the globe has consistently hovered around 12% over the past two decades.

By Gregg Greenberg
Firm founder cites industry’s treatment of women
YOUR PRACTICE RIAS DEC 07, 2023
Firm founder cites industry’s treatment of women

'I watched men get the advantage in so many ways,' Cathy Curtis says. 'And I got really tired of that myself.'

By InvestmentNews
Helping women in tech align wealth with values
YOUR PRACTICE WOMEN ADVISOR COMMUNITY NOV 30, 2023
Helping women in tech align wealth with values

Waddell decided to focus on women in tech because, she says, 'I live in Seattle. Everybody works in tech.'

By InvestmentNews
Keeping clients’ objectives at the heart of investment strategy
YOUR PRACTICE WOMEN ADVISOR COMMUNITY NOV 29, 2023
Keeping clients’ objectives at the heart of investment strategy

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.

By InvestmentNews
One-third of female advisors may quit in next 12 months, feeling unsupported
YOUR PRACTICE PRACTICE MANAGEMENT NOV 29, 2023
One-third of female advisors may quit in next 12 months, feeling unsupported

Carson Group report reveals how culture changes are required to move the needle on gender diversity.

By Steve Randall
Garrett again battles for DOL rule 
YOUR PRACTICE RIAS NOV 20, 2023
Garrett again battles for DOL rule 

Sheryl Garrett, founder of the Garrett Planning Network, got a shout-out from President Obama in 2015 when he introduced a Department of Labor fiduciary rule. Now she’s joining the fight to support the Biden administration’s proposal.

By Mark Schoeff Jr.
Savant acquires $2.2B firm to add Alabama to its growing footprint
YOUR PRACTICE RIAS NOV 16, 2023
Savant acquires $2.2B firm to add Alabama to its growing footprint

The acquisition is the firm’s second largest of 2023 and one of three above $1.5B.

By Steve Randall