Women Advisor Community

Displaying 781 results
Grace, rather than censure, advances inclusion
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
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
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
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
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
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
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
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
The 2022 Alexandra Armstrong winner is Amy Webber of Cambridge
WOMEN ADVISOR COMMUNITY NOV 21, 2022
The 2022 Alexandra Armstrong winner is Amy Webber of Cambridge

The CEO has taken a road less traveled and says she still has many miles to go.

By Ryan W. Neal
Post-Roe environment calls for finesse and wisdom from advisers
OPINION NOV 21, 2022
Post-Roe environment calls for finesse and wisdom from advisers

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.

By Rita Robbins
One woman’s vision to empower women clients transcends tragedy
OPINION NOV 21, 2022
One woman’s vision to empower women clients transcends tragedy

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.

By Ellen Cherveny
Introducing the 2022 Women to Watch
WOMEN ADVISOR COMMUNITY NOV 21, 2022
Introducing the 2022 Women to Watch

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.

By InvestmentNews
Financial advice is the midlife job that women want – but don’t know exists
PRACTICE MANAGEMENT NOV 21, 2022
Financial advice is the midlife job that women want – but don’t know exists

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.

By Joanne Cleaver
Midcareer women benefit from the rise of the returnship
PRACTICE MANAGEMENT NOV 21, 2022
Midcareer women benefit from the rise of the returnship

A little effort delivers big results when firms build on-ramps for women who want to re-enter the workforce.

By Joanne Cleaver
Strategies for continuing to diversify the wealth management industry
PRACTICE MANAGEMENT NOV 17, 2022
Strategies for continuing to diversify the wealth management industry

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.

By Ryan W. Neal
Study points out barriers to success of women advisers
PRACTICE MANAGEMENT NOV 17, 2022
Study points out barriers to success of women advisers

Nearly three-quarters of respondents to a Carson Group survey note that women must juggle professional responsibilities with caregiving obligations.

By InvestmentNews
Webber, Franklin win top Women to Watch awards
WOMEN ADVISOR COMMUNITY NOV 16, 2022
Webber, Franklin win top Women to Watch awards

Amy Webber, CEO of Cambridge Investment Research Inc., won the Alexandra Armstrong Lifetime Achievement Award, while Mary Beth Franklin took home the Trailblazer Award.

By Bruce Kelly
Merrill team managing $160 million joins Raymond James
INDEPENDENT BROKER DEALERS NOV 09, 2022
Merrill team managing $160 million joins Raymond James

Abbie Osterbur and Niralee Patel are joining the firm’s employee adviser channel in Champaign, Illinois.

By InvestmentNews
What women want in financial services
WOMEN ADVISOR COMMUNITY NOV 08, 2022
What women want in financial services

The financial services industry needs to take into account the unique needs and investing perspectives of women.

By Jeff Benjamin and Ashley Sellers
Study finds US women reach retirement with 75% of men’s wealth level
RETIREMENT PLANNING NOV 07, 2022
Study finds US women reach retirement with 75% of men’s wealth level

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.

By InvestmentNews