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Alex. Brown adds Morgan Stanley advisor managing $509 million
Miami-based Eva Marina Ovejero has more than two decades of experience.
Advisor managing $475 million at Bank of America Private Bank joins LPL
Amy Lawrence is launching Gorilla Investments Co. in Miami.
Advisors connect rising women philanthropists to their tribes
As Gen X and baby boomer women realize they qualify as philanthropists, new platforms and groups are emerging to equip them with community and context.
New diversity report makes familiar recommendations
The report from the CFP Board outlines specific steps proven to establish and cultivate equity for employees at all levels with financial services organizations.
Kate Healy to step down as head of Center for Financial Planning, start new firm
Healy, a long-time executive at TD Ameritrade, was appointed to head the center last summer to lead its efforts to elevate the financial planning profession with programs in diversity and inclusion.
Women’s fear about retirement cuts across party lines
Just over half of women who are 25 and older said they don't consider themselves financially secure; 77% of low-income women said the same.
Sometimes mothers do know best
Rising women advisors apply their mothers' and mothers-in-laws' advice to grow their careers.
Goldman to pay $215 million to settle case on underpaying women
The trial, which had been scheduled for next month in New York, would have provided a rare public forum for testimony about inequality inside the financial industry.
10 IBDs with the highest portion of female reps in 2022
Women are underrepresented in the advice industry, but at some independent broker-dealers, they make up a significant portion of the producing reps.
Why the ESG backlash has little effect on corporations
Politicians' manufactured controversies are having minimal impact in boardrooms.
Liz Nesvold joins Cresset as president
Nesvold is exiting Raymond James to take on an expansive new role at Cresset's $30 billion platform.
Schwab’s Liz Ann Sonders says return to normal could be a rocky ride
Speaking at the Morningstar conference this week, the popular strategist said there are still excesses that need to be wrung out of the economy.
Merrill COO Kirstin Hill to leave firm, following Sieg’s departure
Some of Hill's responsibilities will be handed off to Jeff Busconi, who holds the newly created position of head of wealth management strategy, products and services.
Women gain momentum in new CFP numbers but overall percentage is stuck
Kate Healy, managing director of the CFP Board's Center for Financial Planning, focuses on the increase in the number of new female CFPs.
Connecting with clients requires advisors to show their own vulnerability
'If you crack yourself open, they'll crack themselves open alongside you. It makes the focus of your relationship about the truth,' Lupe Camargo said at the InvestmentNews Women Advisor Summit.
Pledges alone don’t catalyze diversity
It’s accountability and measurement that drive lasting change.
What’s so funny about diversity, equity & inclusion?
InvestmentNews will continue to promote what we perceive to be in the best interests of the advisory industry now and for generations to come: a diverse, equitable, inclusive, and exuberant makeup.
Native Women Lead snags big grant
The funding from the Comcast NBCUniversal Foundation will support the group's work of preparing Native American women for careers in asset management and wealth management.
To close opportunity gaps, focus on investment education
Educating Americans about how to participate in capital markets, build wealth and ensure their financial security requires an early start and meeting them where they are.
Guiding clients through market volatility and inflation
When things change, recency bias would have us wait rather than move forward.
