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Career advancement
United Capital names first female CIO
“It’s incredibly important to have diversity. Period,” says Kara Murphy.
Boston Private names first female CIO
“If you’re not given an avenue to prove yourself, then effort and skill set will only go so far,” Shannon Saccocia says.
Voices
Why your firm needs to hire more women advisors
Samantha O'Neil
Head of Marketing
Fidelity Clearing & Custody Solutions
Aside from filling an obvious gender gap, new evidence is emerging about the reasons why firms should promote diversity.
Will #MeToo come to wealth management next?
Gender discrimination and sexual harassment still occurs in a profession whose history includes scandals such as Smith Barney's boom-boom room.
Voices: What financial advisors need to keep earning
Whatever planners learned when they were trained for the job decades ago is most likely outdated.
Voices
3 traits of a great mentor
Ben Jones
Head of Intermediary Distribution
BMO Global Asset Management
Veteran financial advisors need to play an active role in coaching the next generation. Are you an effective mentor?
Women fund managers slightly outperform male colleagues. So where are they?
Women still only account for one-in-nine positions — but clients may benefit from diversity, according to a Morningstar study.
Dynasty-affiliated RIA jumps into the M&A space
The combination of the three practices will establish a key fiduciary advisor in the retirement planning industry.
Advisors on the move: 28 of the biggest, most recent jumps
Wells Fargo, Merrill Lynch, UBS and Morgan Stanley all lost talent in 2017.
Voices
Where women advisors may finally thrive
Mari Kawawa
CFO
Emotomy
As technology reshapes the financial world, conditions should improve in wealth management.
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