Women in Wealth News

Where Are They Now?

by Katy Yenawine | Apr 14, 2020 | Finding A Job, For Your Future, Interesting Articles, International Women's Day, Women In Wealth Management

~Meet Aarya Rijal~ A 2019 graduate of Envestnet Institute On Campus.

In Honor of International Women’s Day

by Katy Yenawine | Mar 8, 2020 | International Women's Day, Women In Wealth Management

What Does Gender Equality Mean to You? Cheryl Nash, CEO Tegra118 Having a seat at the table Lifting everyone up Bringing everyone in It’s a human right not a female fight

8 Tips for an Amazing Mentor Relationship

by Katy Yenawine | Jun 3, 2019 | Finding A Job, Interesting Articles, Uncategorized, Women In Wealth Management

Published Jan 31, 2018 by Laurence Bradford, a Forbes Contributor Many successful people attribute at least part of their success to having a mentor. The right mentor can provide advice and connections that help their mentee reach heights that would be...

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

by Katy Yenawine | 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 Yenawine | 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 Yenawine | 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 and...

In Honor of International Women’s Day

by Cheryl Nash | Mar 6, 2019 | International Women's Day, Women In Wealth Management

Champions of diversity recognize that every single effort counts and contributes toward progress in the achievement of parity. As we celebrate International Women’s Day (IWD) and strive to reach a ‘Balance for Better’, this year’s IWD theme, numerous...

From Advisee to Advisor: One Woman’s Path to Becoming a Financial Planner

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 years ahead of...

Cheryl Nash, President, Investment Services at Fiserv drives the strategic vision for industry-leading technology solutions in wealth management. With over 30 years of experience, her consultative approach has yielded enduring client partnerships. Cheryl’s expertise and deep knowledge of industry trends, priorities and challenges have established her as a highly sought-after subject matter expert and speaker. Cheryl has received numerous awards and recognition’s for her contributions and achievements to the industry and as a champion for diversity. Learn More >

Program Success

Download (PDF, 421KB)

Companies with higher levels of gender diversity and with HR policies and practices that focus on gender diversity are linked to lower levels of employee turnover. 4

We have an obligation and a responsibility to be investing in our students and our schools. We must make sure that people who have the grades, the desire and the will, but not the money, can still get the best education possible.