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, ...
Even as Women’s History Month draws to a close, Mercer Global Advisors’ recent launch of a new women’s initiative shows that some of the leading RIAs and broker-dealers are picking up the challenge to ...
Following an exhaustive selection process, InvestmentNews is proud to reveal the illustrious $100M Club: Top Female Advisors 2025. Boasting an average AUM of more than $367 million and roughly 200 ...
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 ...
The total number of Certified Financial Planners, or CFPs, in the U.S. grew by 11.5% over the last three years, with a net of more than 10,000 individuals who passed the training and certification ...
The 'great wealth transfer' is already underway, and it's coming with a twist too few financial advisors are prepared for: crypto inheritance—led by women. With nearly two-thirds of wealth expected to ...
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 ...
In our monthly newsletter focusing on women financial advisors, we cover how women are faring in wealth management.
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 ...
In her new role, Jorgenson will lead Etico’s advisor-enablement initiatives and recruiting strategy, with a dedicated focus on attracting and supporting female advisors. Women are among the fastest ...