Author: Michelle Danielson

[vc_separator type='normal' position='center' color='' thickness='20px' up='' down=''] Deftly scaling the ranks of Raymond James, Jodi Perry is now overseeing enough people to fill a large cruise ship (4,551at last count). Her new helm: Raymond James Independent Contractors Division where she was named President in June. Like...

 [vc_separator type='normal' position='center' color='' thickness='20px' up='' down=''] “Lonely.” That’s the word Kate Starkey uses to describe how it feels to be a woman in the financial advising industry. Though she’s taking over a business established by her father and mother and was raised with a female...

[vc_separator type='normal' position='center' color='' thickness='20px' up='' down=''] The WLA chose as our first program offering a carefully crafted, small group mentoring pilot designed around providing formal training for mentors as well as focusing on helping mentees achieve their individually set goals and objectives. We chose this...

[vc_separator type='normal' position='center' color='' thickness='20px' up='' down=''] Time and again, the well-dressed, successful women gathered at the Kennedy Center on Saturday, May 19th repeated the word “pioneer.” Those with the CFP® credentials trailing their names and the profitable advisory practices were quick to give credit to...

The World Economic Forum (WEF) 2018 is kicking into action in Davos, Switzerland and CNBC has the lowdown on what you need to know about the event, its participants, the food, security and coverage....

Sexual harassment in the workplace is hardly a new phenomenon, but the deluge of disturbing allegations of sexual assault and harassment by powerful, high-profile men has prompted an increasing number of women to come forward with stories of how harassment has impacted their careers. ...