Some of Hill's responsibilities will be handed off to Jeff Busconi, who holds the newly created position of head of wealth management strategy, products and services.
Kate Healy, managing director of the CFP Board's Center for Financial Planning, focuses on the increase in the number of new female CFPs.
'If you crack yourself open, they'll crack themselves open alongside you. It makes the focus of your relationship about the truth,' Lupe Camargo said at the InvestmentNews Women Advisor Summit.
It’s accountability and measurement that drive lasting change.
InvestmentNews will continue to promote what we perceive to be in the best interests of the advisory industry now and for generations to come: a diverse, equitable, inclusive, and exuberant makeup.
The funding from the Comcast NBCUniversal Foundation will support the group's work of preparing Native American women for careers in asset management and wealth management.
Educating Americans about how to participate in capital markets, build wealth and ensure their financial security requires an early start and meeting them where they are.
When things change, recency bias would have us wait rather than move forward.
Investment firms are re-upping their investment in college women through new donations to the summer immersion program.
Zineb Bennani has worked for parent firm Natixis since 2005.
Women achieve better results than men when they make direct investments.
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.
Marder succeeds Lori Lucas, who retired at the end of 2022 after joining EBRI as president and CEO.
Cultivating loyalty with both members of a married couple requires that the advisor follow the same approach that leads to a successful marriage.
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.
Women are making headway with their personal financial goals, and they prefer talking with other women about money, a new Fidelity survey shows.
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.
Investment teams in the highest quartile for gender diversity outperformed others by 45 basis points, according to Willis Towers Watson.
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.
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.
