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As a financial advisor shortage looms, college programs look to help fill the talent gap.

by Katy Yocom | May 22, 2019 | Finding A Job, Industry News, Interesting Articles

Published Tue, May 21 2019 by Lorie Konish of CNBC.com. When Julie Penwell graduates from Central Washington University this spring, she plans to pursue the career she has been dreaming about since she was 15-years-old — that of a personal financial planner. read...

Diversity of Thought, Plus a Culture of Inclusion Equals a Prosperous Future

by Katy Yocom | May 22, 2019 | Interesting Articles, Women In Wealth Management

Conversation Starter: Our own Cheryl Nash commented on an article posted by Pamela Popp of InvestmentNews.com- ‘Great article-Diversity of thought, plus a culture of inclusion equals a prosperous future. Yes it does!’ read more>...

Three Ways to Address the Lack of Advisor Diversity

by Katy Yocom | May 15, 2019 | Interesting Articles, Women In Wealth Management

Interesting article in the Journal of Financial Planning by Estee Jimerson, the managing director, head of asset manager distribution at Envestnet, on how the financial advice profession is one of the least diverse professions and how we can take practical steps to...

Closing the Gap: Leadership Perspectives on Promoting Women in Financial Services

by Katy Yocom | May 6, 2019 | Interesting Articles, Women In Wealth Management

September 2018 | Article: ‘Closing the Gap: Leadership Perspectives on Promoting Women in Financial Services.’ By Stacey Chin, Alexis Krivkovich, and Marie-Claude Nadeau Men still make up most of the management ranks at banks and insurers. New survey data...

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