by Dan Luner | Apr 23, 2018 | Interesting Articles, News, Women In Wealth Management
Kimberly Beck, Vice President of Advisor Education at Envestnet explains in her most recent LinkedIn article how a visit to her alma mater’s Career Day benefited her more than she would originally have thought. “About halfway through, a graduate a few...
by Dan Luner | Apr 20, 2018 | Interesting Articles, News, Women In Wealth Management
Women advisors should not be afraid to make some waves within their firms if they want to succeed in new business. This piece from Amy Parvaneh, CEO of Select Advisors Institute, for Barron’s explains how there are thousands of women in the wealth management...
by Dan Luner | Apr 16, 2018 | Interesting Articles, News, Women In Wealth Management
The gender gap in the wealth and asset management industry is one of the few gaps that is gradually narrowing. As money managers aim to catch the eye and serve women with high assets, those women will also express their values through their portfolios. The impact will...
by Dan Luner | Apr 13, 2018 | Interesting Articles, News, SRI, ESG, and Impact Investing
Click the Image for Full...
by Dan Luner | Apr 9, 2018 | Interesting Articles, News, Women In Wealth Management
Put Women in Leadership Positions. A recent Edward Jones survey suggests that one solution to creating more gender diversity in the financial services industry is promoting more women into leadership positions. In fact, 52 percent of survey respondents think this is...
by Dan Luner | Apr 6, 2018 | Interesting Articles, News
Tash Elwyn explains the goals of Raymond James‘ Black Financial Advisors Network, and the firm’s other diversity efforts in this article for InvestmentNews. Elwyn is president of Raymond James & Associates, Private Client Group, and executive sponsor...
