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 | News, Women In Wealth Management
Envestnet Institute On Campus continued to make its presence known on the Bryant University campus following last month’s event featuring Bryant alumna and Envestnet Vice President, Eileen Hayes. Last week, the Rhode Island-based campus hosted the 13th Annual...
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 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 2, 2018 | Interesting Articles, News, SRI, ESG, and Impact Investing, Women In Wealth Management
Today’s generation of women are taking on the challenges of this millennium with “uncommon vigor and creativity” writes Investopedia’s Marguerita Cheng. She continues to detail that time spent managing family, career, and education are ways...
