Women represent 31% of US financial advisors at last check, according to the Bureau of Labor Statistics (BLS). That means they have a lot of room for growth in the wealth management industry, ...
I had the privilege of hosting a panel featuring myself, Kimberly Foss from Mercer and Lisa Brown from Corient. We delved into the profound transformation of female breadwinners over time, influenced ...
It’s a given that women are going to be the initial beneficiaries of the great wealth transfer. That means there’s going to be a need for more women financial planners—since they bring unique ...
If your success can be credited to a woman, be sure to thank them Friday, which is International Women’s Day. At some point, the world will take a moment to reflect on the women who have shaped us, ...
A woman applying a face mask from a small pot she holds in her hand as she lies in the bath, United States, circa 1955. (Photo by Graphic House/Archive Photos/Getty Images) Let’s be clear: Wealth ...
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Women Advisors on the Move in July
Each month we highlight women in wealth management making career moves in our newsletter, Barron’s Advisor: Women’s Edition. You can sign up here to receive it. Here’s our latest list: Nicole ...
Allworth Financial, the Folsom, Calif.-based registered investment advisor with about $34 billion in assets under management and administration, has launched a firmwide initiative to accelerate the ...
The future is female. Over time, more and more of America's wealth is shifting into women's hands — and financial planners will need to know how to advise them. Today wealth has a severe gender gap.
A recent survey suggests that wealthy female investors are generally better off with female advisors. Researchers at King's Business School, Cass Business School, and Exeter Business School surveyed ...
In the subset of financial advisors who cater to professional athletes, there's a growing demand that advisors want more female athlete clients — and athletes want more female advisors. Processing ...
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