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Among many who regularly attend industry gatherings, the surprise in Fisher’s remarks was that he spoke them into a microphone.
October 11 -
His remarks were “unacceptable,” Managing Partner Chip Roame says in an open letter to the industry.
October 10 -
While there are now 1,100 advisors who are women at the firm, they make up less than 16% of the headcount.
September 13 -
Only about 14% of financial advisors are female. Here’s advice from those who want to bridge that gap.
September 13 -
The insurer lost four prominent female executives earlier this year in departures CEO John Schlifske called “a step backward.”
August 29 -
The stark figures show that only about one-sixth or fewer of the sector’s financial advisors are women.
August 5 -
It may seem counterintuitive, but differences of opinion can improve an organization.
July 3
Carson Wealth -
Single women in their early 60s have saved roughly $37,000 less than men.
June 26 -
Two-thirds of women say they don’t work with an advisor because they believe they can’t afford it or don’t have the necessary assets.
June 14 -
How to solve the financial planning industry’s diversity problem.
June 6Momentum Advisors -
The actively managed vehicle will invest in about 100 companies.
May 14 -
Advisor Group unveiled the prize-winning speech on the topic — along with eight new recruits to its IBDs — at its annual W Forum.
May 9 -
As Columbia Threadneedle’s head of North America marketing, Leslie Walstrom is focused on elevating the division beyond the traditional sales support.
May 3 -
As she advanced in her career, Franklin Templeton's Dina Ting had many mentors who helped her navigate challenges.
May 3 -
The first of her family to work in financial services, Dina Santoro leads the strategic product and marketing agenda for Voya Investment Management.
May 3 -
Since joining Mackay Shields as an investment management assistant 46 years ago, Lucille Protas is now president, executive managing director and COO.
May 2 -
Since making the decision to join Jeffrey Gundlach at DoubleLine, Luz Padilla now oversees a 16-person team with nearly $9 billion in AUM.
May 2 -
Since starting her career at Vanguard more than a decade ago, Denise Krisko has launched her own sub-advisory business that manages $4.5 billion.
May 2 -
As director of AllianceBernstein’s emerging markets debt strategies, Shamaila Khan oversees the management of the platform’s portfolios.
May 1 -
As chief research strategist and portfolio manager at AlphaSimplex, Kathryn Kaminski is involved in the oversight of $6 billion in investment products.
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