Women Advisor Community

Displaying 773 results
Millions flow to Girls Who Invest
YOUR PRACTICE PRACTICE MANAGEMENT APR 05, 2023
Millions flow to Girls Who Invest

Investment firms are re-upping their investment in college women through new donations to the summer immersion program.

By Joanne Cleaver
Sustainable fund advisor Mirova US gets new CEO
YOUR PRACTICE PRACTICE MANAGEMENT APR 03, 2023
Sustainable fund advisor Mirova US gets new CEO

Zineb Bennani has worked for parent firm Natixis since 2005.

By Emile Hallez
Women gaining traction on investing results, intentions
YOUR PRACTICE PRACTICE MANAGEMENT MAR 30, 2023
Women gaining traction on investing results, intentions

Women achieve better results than men when they make direct investments.

By Joanne Cleaver
Overcoming ‘policy differences’ takes work early in rulemaking process: SEC's Peirce
YOUR PRACTICE REGULATION AND LEGISLATION MAR 27, 2023
Overcoming ‘policy differences’ takes work early in rulemaking process: SEC's Peirce

The commissioner characterizes SEC Chair Gensler's agenda as seeking dramatic regulatory change over 'huge swaths of the market,' while his predecessor, Jay Clayton, was more incremental.

By Mark Schoeff Jr.
EBRI names former Mercer executive Barb Marder president and CEO
YOUR PRACTICE RETIREMENT PLANNING MAR 27, 2023
EBRI names former Mercer executive Barb Marder president and CEO

Marder succeeds Lori Lucas, who retired at the end of 2022 after joining EBRI as president and CEO.

By Gregg Greenberg
Picking an advisor who will stand the test of time
YOUR PRACTICE PRACTICE MANAGEMENT MAR 23, 2023
Picking an advisor who will stand the test of time

Cultivating loyalty with both members of a married couple requires that the advisor follow the same approach that leads to a successful marriage.

By Joanne Cleaver
Native women launch on-ramp to asset management
YOUR PRACTICE PRACTICE MANAGEMENT MAR 21, 2023
Native women launch on-ramp to asset management

A coalition of women's groups has opened a new apprenticeship program to draw Native American women into asset management, private equity and venture capital.

By Joanne Cleaver
Stressed and blessed: Women want to talk finances with other women
YOUR PRACTICE PRACTICE MANAGEMENT MAR 13, 2023
Stressed and blessed: Women want to talk finances with other women

Women are making headway with their personal financial goals, and they prefer talking with other women about money, a new Fidelity survey shows.

By Joanne Cleaver
Purpose just as powerful as profits as a magnet for women: J.P. Morgan's Lemkau
YOUR PRACTICE PRACTICE MANAGEMENT MAR 08, 2023
Purpose just as powerful as profits as a magnet for women: J.P. Morgan's Lemkau

Speaking at the American College's Women Working in Wealth conference, the CEO of J.P. Morgan Wealth Management said the firm aims to win clients early and then ease them into ever more personalized advisory services.

By Joanne Cleaver
Gender diversity gives funds a performance lead
YOUR PRACTICE PRACTICE MANAGEMENT MAR 08, 2023
Gender diversity gives funds a performance lead

Investment teams in the highest quartile for gender diversity outperformed others by 45 basis points, according to Willis Towers Watson.

By ESG Clarity
Women advisors' take on succession planning
YOUR PRACTICE OPINION MAR 08, 2023
Women advisors' take on succession planning

Several unique elements affect women advisors' planning, including a greater focus on the established relationships between staff and clients and on the maintenance of culture within their practice.

By Hannah Buschbom
Looming recession has more women worried about retirement, study shows
YOUR PRACTICE RETIREMENT PLANNING MAR 07, 2023
Looming recession has more women worried about retirement, study shows

More than 40% of women believe the US is currently in a financial crisis, with another 24% believing that it is nearing one, according to a Nationwide survey.

By Gregg Greenberg
Biden plans to name Julie Su as next Secretary of Labor
YOUR PRACTICE RETIREMENT PLANNING FEB 28, 2023
Biden plans to name Julie Su as next Secretary of Labor

Su, who would become the first Asian American Cabinet secretary in Biden’s administration, would replace Marty Walsh.

By Bloomberg
Merrill Private Wealth promotes Hans to lead unit
YOUR PRACTICE PRACTICE MANAGEMENT FEB 27, 2023
Merrill Private Wealth promotes Hans to lead unit

For the last six years, Lindsay Hans has headed Merrill's Northeast and Mid Atlantic Divisions. She succeeds Don Plaus, who's retiring.

By Bruce Kelly
Programs to draw underrepresented groups into investing gain traction
YOUR PRACTICE PRACTICE MANAGEMENT FEB 13, 2023
Programs to draw underrepresented groups into investing gain traction

New and expanding programs are crafting on-ramps for traditionally underrepresented investors to the world of private equity and venture capital.

By Joanne Cleaver
BNY Mellon files for Women’s Empowerment ETF
YOUR PRACTICE MUTUAL FUNDS FEB 08, 2023
BNY Mellon files for Women’s Empowerment ETF

The fund aims to invest in companies that help improve the quality of life for women.

By ESG Clarity
Cracking the code
YOUR PRACTICE PRACTICE MANAGEMENT FEB 06, 2023
Cracking the code

Universities spark enthusiasm among Black students for advisory careers with pragmatic pitches.

By Joanne Cleaver
Team of women managing $435 million join Raymond James from UBS
YOUR PRACTICE BROKER DEALERS JAN 26, 2023
Team of women managing $435 million join Raymond James from UBS

Jeanne Eisele, Mary Gilbert and Leanne Gray operate as Anchor Financial in Linwood, New Jersey.

By InvestmentNews
Transparent gender data paves way for reaping gender-driven results, advocates say
YOUR PRACTICE PRACTICE MANAGEMENT JAN 26, 2023
Transparent gender data paves way for reaping gender-driven results, advocates say

Counting the number of women leading a company is harder than it looks, which complicates investors' ability to achieve gender-correlated returns.

By Joanne Cleaver
3 reasons I love my career as a financial planner
YOUR PRACTICE OPINION JAN 25, 2023
3 reasons I love my career as a financial planner

A young financial planner cites the benefits of having a supportive team and the fascination of learning about financial planning's emotional and psychological side.

By Kelly Gwynn