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Millions flow to Girls Who Invest
Investment firms are re-upping their investment in college women through new donations to the summer immersion program.
Sustainable fund advisor Mirova US gets new CEO
Zineb Bennani has worked for parent firm Natixis since 2005.
Women gaining traction on investing results, intentions
Women achieve better results than men when they make direct investments.
Overcoming ‘policy differences’ takes work early in rulemaking process: SEC’s Peirce
The commissioner characterizes SEC Chair Gensler's agenda as seeking dramatic regulatory change over 'huge swaths of the market,' while his predecessor, Jay Clayton, was more incremental.
EBRI names former Mercer executive Barb Marder president and CEO
Marder succeeds Lori Lucas, who retired at the end of 2022 after joining EBRI as president and CEO.
Picking an advisor who will stand the test of time
Cultivating loyalty with both members of a married couple requires that the advisor follow the same approach that leads to a successful marriage.
Native women launch on-ramp to asset management
A coalition of women's groups has opened a new apprenticeship program to draw Native American women into asset management, private equity and venture capital.
Stressed and blessed: Women want to talk finances with other women
Women are making headway with their personal financial goals, and they prefer talking with other women about money, a new Fidelity survey shows.
Purpose just as powerful as profits as a magnet for women: J.P. Morgan’s Lemkau
Speaking at the American College's Women Working in Wealth conference, the CEO of J.P. Morgan Wealth Management said the firm aims to win clients early and then ease them into ever more personalized advisory services.
Gender diversity gives funds a performance lead
Investment teams in the highest quartile for gender diversity outperformed others by 45 basis points, according to Willis Towers Watson.
Women advisors’ take on succession planning
Several unique elements affect women advisors' planning, including a greater focus on the established relationships between staff and clients and on the maintenance of culture within their practice.
Looming recession has more women worried about retirement, study shows
More than 40% of women believe the US is currently in a financial crisis, with another 24% believing that it is nearing one, according to a Nationwide survey.
Biden plans to name Julie Su as next Secretary of Labor
Su, who would become the first Asian American Cabinet secretary in Biden’s administration, would replace Marty Walsh.
Merrill Private Wealth promotes Hans to lead unit
For the last six years, Lindsay Hans has headed Merrill's Northeast and Mid Atlantic Divisions. She succeeds Don Plaus, who's retiring.
Programs to draw underrepresented groups into investing gain traction
New and expanding programs are crafting on-ramps for traditionally underrepresented investors to the world of private equity and venture capital.
BNY Mellon files for Women’s Empowerment ETF
The fund aims to invest in companies that help improve the quality of life for women.
Cracking the code
Universities spark enthusiasm among Black students for advisory careers with pragmatic pitches.
Team of women managing $435 million join Raymond James from UBS
Jeanne Eisele, Mary Gilbert and Leanne Gray operate as Anchor Financial in Linwood, New Jersey.
Transparent gender data paves way for reaping gender-driven results, advocates say
Counting the number of women leading a company is harder than it looks, which complicates investors' ability to achieve gender-correlated returns.
3 reasons I love my career as a financial planner
A young financial planner cites the benefits of having a supportive team and the fascination of learning about financial planning's emotional and psychological side.
