Su, who would become the first Asian American Cabinet secretary in Biden’s administration, would replace Marty Walsh.
For the last six years, Lindsay Hans has headed Merrill's Northeast and Mid Atlantic Divisions. She succeeds Don Plaus, who's retiring.
New and expanding programs are crafting on-ramps for traditionally underrepresented investors to the world of private equity and venture capital.
The fund aims to invest in companies that help improve the quality of life for women.
Universities spark enthusiasm among Black students for advisory careers with pragmatic pitches.
Jeanne Eisele, Mary Gilbert and Leanne Gray operate as Anchor Financial in Linwood, New Jersey.
Counting the number of women leading a company is harder than it looks, which complicates investors' ability to achieve gender-correlated returns.
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.
Native Americans are gaining economic muscle, and that expands horizons for investors and advisors who want to be part of their rise.
A new report from Nationwide shows 62% of women are putting off retirement or don’t believe they will ever retire due to inflation, compared to 47% of men.
The CFP Board also reports all-time highs in the number of new women and racially diverse CFPs.
With an assist from the Lucy Shair Foundation, Valerie Rivera aims to serve clients who are the first in their families to rise to the professional class.
What women need is richer context about the implications of financial decisions and what they are truly trading.
The firm, led by Kimberly Foss, manages $250 million, and is the 15th woman-owned firm Mercer has purchased since 2016.
Hypatia Women CEO ETF leverages the logic that female executives represent a rare level of excellence when it comes to leadership and management skills.
Philanthropic goals are prompting women to become more involved in family asset management.
It's up to the industry to explain to potential recruits how advisors make a living.
She earned the nickname 'SPDR Woman' for her work on the SPDR S&P 500 ETF Trust, which State Street Corp. introduced in 1993.
When advisers are focused on the activities they enjoy, flexing their best skill set, they will win and be happy while doing it.
Accountability for fulfilling vows of diversity and inclusion has been scarce, but a spate of new scholarship and outreach programs signaled progress.
