Women Advisor Community

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One portfolio please, hold the cows
YOUR PRACTICE ESG SEP 22, 2023
One portfolio please, hold the cows

Brenda Morris does what she can to minimize investments that exploit animals, while still providing diversified portfolios.

By Emile Hallez
Former Merrill star manager Oden jumps to  HSBC
YOUR PRACTICE PRACTICE MANAGEMENT SEP 21, 2023
Former Merrill star manager Oden jumps to HSBC

But big banks can fall flat when it comes to building a home for financial advisors.

By Bruce Kelly
JPMorgan shares why advisors should serve needs of diverse investors
YOUR PRACTICE RETIREMENT PLANNING SEP 19, 2023
JPMorgan shares why advisors should serve needs of diverse investors

Black and Hispanic women are gaining confidence in their investing knowledge.

By Steve Randall
No office, no asset minimum, no problem
YOUR PRACTICE PRACTICE MANAGEMENT SEP 15, 2023
No office, no asset minimum, no problem

Valkyrie Financial's Sarah Paulson wants to help fellow millennials and empower women.

By Emile Hallez
Staying home to raise kids has retirement repercussions, study finds
YOUR PRACTICE RETIREMENT PLANNING SEP 08, 2023
Staying home to raise kids has retirement repercussions, study finds

Women should ensure spouse's wealth is aligned to long-term goals of both, says Schwab Wealth Advisory director.

By Emile Hallez
AssetMark CEO Natalie Wolfsen leaves for top job at Orion
YOUR PRACTICE FINTECH SEP 08, 2023
AssetMark CEO Natalie Wolfsen leaves for top job at Orion

As Wolfsen succeeds founder Eric Clarke as CEO of Orion, AssetMark announces she will be replaced by Michael Kim, a 13-year veteran of the company.

By Ryan W. Neal
Engage with what scares you — it’ll grow your business
YOUR PRACTICE WOMEN ADVISOR COMMUNITY AUG 30, 2023
Engage with what scares you — it’ll grow your business

Sheryl Hickerson, CEO of Females & Finance and judge for the upcoming InvestmentNews Women to Watch Awards, explains how to make the most of your conference experience.

By Manal Ali
Female-led $325M duo launch sports and entertainment focused firm with LPL
YOUR PRACTICE BROKER DEALERS AUG 29, 2023
Female-led $325M duo launch sports and entertainment focused firm with LPL

New independent wealth firm also specializes in helping women in transition.

By Steve Randall
Why psychology-driven financial planner believes industry is ripe for change
YOUR PRACTICE WOMEN ADVISOR COMMUNITY AUG 28, 2023
Why psychology-driven financial planner believes industry is ripe for change

InvestmentNews Women to Watch judge Sonya Lutter says it’s vital for other women to see female leadership

By Manal Ali
Goldman wealth exec exits abruptly
YOUR PRACTICE PRACTICE MANAGEMENT AUG 01, 2023
Goldman wealth exec exits abruptly

Lisa Opoku, a Goldman partner, had been running the firm's family office for its top brass since last year.

By Bloomberg
Why are advisors overlooking Peak 65 women's retirement needs?
YOUR PRACTICE RETIREMENT PLANNING AUG 01, 2023
Why are advisors overlooking Peak 65 women's retirement needs?

'Advisors better wake up' — study reveals 61- to 65-year-old women are more likely to buy an annuity than men of the same age.

By Gregg Greenberg
$425 million advisory team jumps to LPL from Merrill
YOUR PRACTICE BROKER DEALERS JUL 26, 2023
$425 million advisory team jumps to LPL from Merrill

Woman-led firm sets up independent practice in Washington state.

By Matthew Sellers
CFP Board taps Elizabeth Miller as 2024 chair-elect
YOUR PRACTICE PRACTICE MANAGEMENT JUL 19, 2023
CFP Board taps Elizabeth Miller as 2024 chair-elect

Miller will succeed the current chair-elect Matt Boersen next year and will subsequently ascend to chair of the Board in 2025.

By Gregg Greenberg
Nominations open for InvestmentNews Women to Watch awards
YOUR PRACTICE WOMEN ADVISOR COMMUNITY JUL 18, 2023
Nominations open for InvestmentNews Women to Watch awards

Come together with your peers to celebrate the women making a difference in our industry.

By InvestmentNews
Future of Thrivent Advisor Network in question after Armitage exit
YOUR PRACTICE RIAS JUL 13, 2023
Future of Thrivent Advisor Network in question after Armitage exit

Top exec says firm changed direction as platform posed too much competition for its legacy insurance side.

By Jeff Benjamin
Return to office threatens to undermine advances for women
YOUR PRACTICE PRACTICE MANAGEMENT JUL 06, 2023
Return to office threatens to undermine advances for women

Cracking down on remote work could send stress fractures through women's advancement, pay equity and corporate returns.

By Joanne Cleaver
How tax refunds can kickstart clients' retirement plans
YOUR PRACTICE OPINION JUL 05, 2023
How tax refunds can kickstart clients' retirement plans

There are many ways for clients to make sound investment decisions with their tax refunds, but it's important to understand their entire financial picture before giving advice.

By Nasha Knowles
Despite rising awareness of DEI issues, change is slow to occur
YOUR PRACTICE PRACTICE MANAGEMENT JUL 03, 2023
Despite rising awareness of DEI issues, change is slow to occur

While underrepresented ethnicities make up about 15% of new CFPs each year, the new arrivals barely move each group’s overall presence in the profession.

By Joanne Cleaver
How to normalize allyship
YOUR PRACTICE PRACTICE MANAGEMENT JUN 27, 2023
How to normalize allyship

Here's how men can step up and into allyship. It's not that hard.

By Joanne Cleaver
Women breadwinners less engaged with household finances
YOUR PRACTICE WOMEN ADVISOR COMMUNITY JUN 13, 2023
Women breadwinners less engaged with household finances

Even when they're bringing home the bacon, women tend not to be as involved in household finances as their male partners.

By Joanne Cleaver