The CEO has taken a road less traveled and says she still has many miles to go.
The Dobbs decision threatens uncertainty for many of our clients but it also can bring out our professional best when we help them craft the safeguards they deserve.
The Lucy Shair Foundation for Women in Finance seeks to reduce the gender gap by neutralizing one barrier to establishing a firm of one’s own: lack of seed capital.
This is what success looks like: 23 women financial advisers and industry executives who are advancing the financial advice profession on their own terms and 15 employers that have set a higher standard for women in their workforces and for women clients.
In the past two years, American women have had a collective epiphany: They want to trade in their current careers for something different and better.
A little effort delivers big results when firms build on-ramps for women who want to re-enter the workforce.
Panelists at the Women Adviser Summit in New York City say firms need to rethink how they look for new talent if they're serious about increasing diversity in the industry.
Nearly three-quarters of respondents to a Carson Group survey note that women must juggle professional responsibilities with caregiving obligations.
Amy Webber, CEO of Cambridge Investment Research Inc., won the Alexandra Armstrong Lifetime Achievement Award, while Mary Beth Franklin took home the Trailblazer Award.
Abbie Osterbur and Niralee Patel are joining the firm’s employee adviser channel in Champaign, Illinois.
The financial services industry needs to take into account the unique needs and investing perspectives of women.
The report found that women in senior expert and leadership roles were found to have 62% of the accumulated wealth that their male counterparts enjoyed at retirement.
A report details unique needs and investing perspectives of women and estimates that failing to tailor products to their needs cost the industry about $14 billion last year.
Stokes replaces current CEO Geoffrey Brown, who is ending his tenure Nov. 15.
With millions of women in a great career reset, this industry has a once-in-a-generation opportunity to introduce itself to women looking for something different, better and sustainable.
A recent study suggests the wealth management industry left $14 billion of potential revenue on the table last year by failing to tailor its products and services to women.
Manisha Ali 'will help build and shape the Investors Solutions Responsible Investing franchise.'
The women-led Lakeview Wealth Management, which is based in Deer Park, Illinois, offers retirement and financial planning services.
Cate Grinney forms all-female indie firm in Fairbault, Minnesota, and affiliates with the independent channel of Ameriprise.
Collaboration between complementary professionals is a missing link for many clients, who are expected to patch advice from various professionals into a comprehensive plan.
