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More needs to be done to ensure the industry and profession are open and welcoming to female professionals.
At InvestmentNews' annual Women to Watch think tank, industry leaders brainstormed ways to educate women about personal finance.
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.
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.
Only 2% of the $12 trillion in assets in U.S. open-end mutual funds are managed by women.
Despite record number of new female CFPs, women still stuck at 23%.
Advisers say old stereotypes are thwarting the advance of women.
There is a significant opportunity for advisers who can help women make the most of complex financial dynamics.
Firm adds premium and private wealth management tiers with elements of goals-based planning and career advice.
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