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....
For her final article after three decades on the beat, Sue Shellenbarger looks at what’s changed and what hasn’t for women trying to manage office and home lives. ...
“In a male-dominated business, McGee Wealth Management is very different,” Linette explains. “We are all female advisors.” ...
Although she grew up around the family business, Katherine’s first love involved equines, not equities: “I was nine when I started riding horses. That’s all I wanted to do. My parents put me in gymnastics, softball and all sorts of things, but all I ever...