Women represent 31% of US financial advisors at last check, according to the Bureau of Labor Statistics (BLS). That means they have a lot of room for growth in the wealth management industry, ...
Omaha, Neb., May 21, 2025 (GLOBE NEWSWIRE) -- Carson Group, a leading wealth advisory firm, has released its 2025 State of Women in Wealth Management Report, revealing critical insights into the ...
Even as Women’s History Month draws to a close, Mercer Global Advisors’ recent launch of a new women’s initiative shows that some of the leading RIAs and broker-dealers are picking up the challenge to ...
Women advisors aren't just breaking the glass ceiling, they're rebalancing it quarterly. Some 24% of all financial advisors are now women, marking a significant uptick in representation over the past ...
Laura Combs, executive managing director at Mercer Advisors, brings a strong focus to the company’s commitment to positioning itself as a leader in serving female clients, particularly in the context ...
Advisors who facilitate values-based conversations help female clients bridge the gap between philanthropic purpose and ...
When Elizabeth Weikes left a career in international diplomacy 20 years ago to become a financial advisor, she found she had to forge her own path. “I never had a female mentor,” says Weikes, who ...
Financial advisors who don’t pay careful attention to the ways they communicate with women clients risk alienating them. That is one takeaway from a recent Nationwide Retirement Institute report that ...
In the subset of financial advisors who cater to professional athletes, there's a growing demand that advisors want more female athlete clients — and athletes want more female advisors. Processing ...
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