Displaying 333 results
Women’s History Month: Celebrating the women of financial planning
More needs to be done to ensure the industry and profession are open and welcoming to female professionals.
How to get women to feel comfortable about building wealth
At InvestmentNews' annual Women to Watch think tank, industry leaders brainstormed ways to educate women about personal finance.
Peggy Ruhlin, Rianka Dorsainvil honored at InvestmentNews Women to Watch luncheon
Ms. Ruhlin was given the Alexandra Armstrong lifetime achievement award, Ms. Dorsainvil was named "Rising Star," and 20 other women were recognized for their contributions to the industry.
How to improve gender diversity in financial advice
The industry needs to change the perception of wealth management from 'old boys' club' sales to modern financial problem-solving.
InvestmentNews Research and State Street Global Advisors Release New Study, “Women in Advice: Inspiring the Next Generation of Financial Advisers”
This new State Street Global Advisors and InvestmentNews research paper identifies calls to action that can help firms implement sustainable change and facilitate inclusivity.
The mutual fund men’s club needs more women
Only 2% of the $12 trillion in assets in U.S. open-end mutual funds are managed by women.
Time’s up for feminine famine in financial planning?
Despite record number of new female CFPs, women still stuck at 23%.
Misperceptions about the financial advice industry are stalling gender equality
Advisers say old stereotypes are thwarting the advance of women.
Female clients have gone from niche to the new normal
There is a significant opportunity for advisers who can help women make the most of complex financial dynamics.
Krawcheck expands Ellevest robo to three service levels with more human advice
Firm adds premium and private wealth management tiers with elements of goals-based planning and career advice.
