Leading a remote team? That’s tough enough. Leading a remote team during a global pandemic while juggling other responsibilities? That’s like changing a flat tire on a car speeding down the highway at 90 miles an hour. But you don’t have a choice. So how can you...
Dear Friends and Colleagues, 2019 saw the continued advancement of the Women’s Leadership Alliance’s (WLA) mission to attract, develop and engage the most promising women leaders in order to grow and strengthen the financial advisory profession to better represent the diverse community we serve. The WLA was launched in 2016...
The coronavirus pandemic has disrupted virtually every aspect of daily life. For financial advisors, there’s the added stressor of stock market volatility, which can rattle even the resolve of seasoned investors who have survived past bear markets. How can advisors best help their clients, each other...
When she started college, Kayla Walter “had no idea what a financial planner or financial advisor was....
Step-by-step insights and resources for women seeking careers in the financial advisory profession JACKSONVILLE BEACH, FL – The Women’s Leadership Alliance (WLA) introduces a valuable new online tool for young women and mid-career changers, MyAdvisorPath.com. This comprehensive website is designed to help women discern whether a career...
These firms are leading the way on gender diversity. ...
The Certified Financial Planner Board of Standards ended the year with more women and people of color holding their CFP marks for the first time, according to a release by the board....
Drawing attention to gender equality by making light of it is the goal of "Equality Can’t Wait," a new campaign launched by philanthropist Melinda Gates this week....
Women are a minority in the wealth-management business, making it difficult for clients who ask for female financial advisers...
Recently, Mary and Tracy, both WLA founders and board members, joined forces for an innovative shadowing program they hope other firms will emulate....