Women Advisor Community

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Tribes place generational wealth in their own hands
YOUR PRACTICE EMERGING MARKETS JAN 23, 2023
Tribes place generational wealth in their own hands

Native Americans are gaining economic muscle, and that expands horizons for investors and advisors who want to be part of their rise.

By Joanne Cleaver
Women delaying retirement at higher rate than men
YOUR PRACTICE RETIREMENT PLANNING JAN 19, 2023
Women delaying retirement at higher rate than men

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.

By Gregg Greenberg
Total number of CFPs hits new high
YOUR PRACTICE PRACTICE MANAGEMENT JAN 19, 2023
Total number of CFPs hits new high

The CFP Board also reports all-time highs in the number of new women and racially diverse CFPs.

By InvestmentNews
First Shair Foundation grant winner envisions practice with multigenerational reach
YOUR PRACTICE PRACTICE MANAGEMENT JAN 17, 2023
First Shair Foundation grant winner envisions practice with multigenerational reach

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.

By Joanne Cleaver
How caregiving costs women their retirement security
YOUR PRACTICE PRACTICE MANAGEMENT JAN 13, 2023
How caregiving costs women their retirement security

What women need is richer context about the implications of financial decisions and what they are truly trading.

By Joanne Cleaver
Mercer acquires California-based Empyrion Wealth
YOUR PRACTICE RIAS JAN 10, 2023
Mercer acquires California-based Empyrion Wealth

The firm, led by Kimberly Foss, manages $250 million, and is the 15th woman-owned firm Mercer has purchased since 2016.

By InvestmentNews
New ETF bets on companies led by women
YOUR PRACTICE EQUITIES JAN 09, 2023
New ETF bets on companies led by women

Hypatia Women CEO ETF leverages the logic that female executives represent a rare level of excellence when it comes to leadership and management skills.

By Jeff Benjamin
Here’s how inflation and philanthropy could give women a boost in ’23
YOUR PRACTICE PRACTICE MANAGEMENT JAN 09, 2023
Here’s how inflation and philanthropy could give women a boost in ’23

Philanthropic goals are prompting women to become more involved in family asset management.

By Joanne Cleaver
Opaque business models cloud women’s way in advisory business
YOUR PRACTICE PRACTICE MANAGEMENT JAN 04, 2023
Opaque business models cloud women’s way in advisory business

It's up to the industry to explain to potential recruits how advisors make a living.

By Joanne Cleaver
ETF pioneer Kathleen Moriarty dies at 69
YOUR PRACTICE ETFS DEC 22, 2022
ETF pioneer Kathleen Moriarty dies at 69

She earned the nickname 'SPDR Woman' for her work on the SPDR S&P 500 ETF Trust, which State Street Corp. introduced in 1993.

By Bloomberg
Leading with intention, compassion creates a firm that attracts quality talent
YOUR PRACTICE OPINION DEC 20, 2022
Leading with intention, compassion creates a firm that attracts quality talent

When advisers are focused on the activities they enjoy, flexing their best skill set, they will win and be happy while doing it.

By Penny Phillips
Diversity imperatives snapped into focus
YOUR PRACTICE PRACTICE MANAGEMENT DEC 19, 2022
Diversity imperatives snapped into focus

Accountability for fulfilling vows of diversity and inclusion has been scarce, but a spate of new scholarship and outreach programs signaled progress.

By Joanne Cleaver
Grace, rather than censure, advances inclusion
YOUR PRACTICE PRACTICE MANAGEMENT DEC 19, 2022
Grace, rather than censure, advances inclusion

Grace and goodwill are the way to build bridges that include all.

By Joanne Cleaver
Alexandra Lebenthal, third-generation Wall Streeter, invests in first-generation women business owners
YOUR PRACTICE PRACTICE MANAGEMENT DEC 14, 2022
Alexandra Lebenthal, third-generation Wall Streeter, invests in first-generation women business owners

Steeped in finance, Lebenthal turns her considerable influence to accelerate growth for women-led businesses.

By Joanne Cleaver
Women behind schedule when it comes to retirement savings, study shows
YOUR PRACTICE RETIREMENT PLANNING DEC 09, 2022
Women behind schedule when it comes to retirement savings, study shows

A Goldman Sachs report shows that more women than men believe they're behind schedule on saving for retirement, with nearly a quarter of women saying they were 'very' behind schedule.

By Gregg Greenberg
SVB names Erin Platts president of SVB Private
YOUR PRACTICE PRACTICE MANAGEMENT DEC 05, 2022
SVB names Erin Platts president of SVB Private

The bank appointed David Sabow to succeed Platts as CEO of Silicon Valley Bank UK and head of EMEA.

By InvestmentNews
Naureen Hassan to oversee UBS Americas' digital-focused teams
YOUR PRACTICE FINTECH DEC 01, 2022
Naureen Hassan to oversee UBS Americas' digital-focused teams

The groups that Hassan will take responsibility for were previously part of the global wealth-management operation.

By Bloomberg
Aspiring next-gen advisers crave inspiration
YOUR PRACTICE OPINION NOV 30, 2022
Aspiring next-gen advisers crave inspiration

Next Gen advisers want to know that their investment in their careers is also an investment in others, and in the world.

By Sameer Somal
Ascension winners set a high bar for themselves and the industry
YOUR PRACTICE WOMEN ADVISOR COMMUNITY NOV 29, 2022
Ascension winners set a high bar for themselves and the industry

InvestmentNews' Ascension Award recognizes financial services industry workplaces where women comprise at least 30% of the C-suite.

By InvestmentNews
New award salutes both representation and equity
YOUR PRACTICE WOMEN ADVISOR COMMUNITY NOV 25, 2022
New award salutes both representation and equity

The Ascension Award recognizes the straightforward achievement of women comprising at least 30% of a winning organization’s C-suite.

By Joanne Cleaver