Displaying 11 results
Hiring the right person for the job
Tarah Williams, of Prospera Financial Services, will put forward the virtues of an effective mentorship program at this week's InvestmentNews Women Advisor Summit.
Changing the narrative for women in wealth
‘Wealth-building is the final frontier of feminism,’ says Hilary Hendershott of Hendershott Wealth Management
Keeping families together
The psychological aspect of wealth transfer is just as important as the financial aspect, if not more so, advisor says.
‘It’s about advice beyond investing’
UBS market executive Julie Fox explains how she provides her advisors with everything they need to build their practice and serve their wealthy clients
Women and CPAs are in focus at RIA Choreo
"It's smart to align with a proven center of influence, CPAs," an industry consultant says.
7 ways to encourage women to pursue financial advisory careers
Firms benefit from different points of view and diversity; if women are underrepresented on your team, take steps to change that.
More women advisors equal more clients
Female advisors share their experiences and insights in recognition of International Women’s Day.
What representation in the C-suite says about the gender pay gap
Few of the highest-level corporate jobs are held by women, and the difference is even more pronounced in financial services.
Helping kids understand the meaning of money
'People are starting to understand that health also means financial health,' says Liz Frazier of Frazier Financial Consultants.
SEC announces new director for investment division
Natasha Vij Greiner has been with the regulator for two decades.
One of Wall Street’s highest-flying women is reportedly quitting
Goldman Sachs executive had been tipped for CFO and other top roles.
