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A new survey confirms that many women who are looking to break into financial services are worried about a glass ceiling, said an executive at Edward Jones, which conduct the survey. Is there a glass ceiling for female financial advisors? What advice do you have for women looking to get started in this field?
Glass Ceiling for Women in Financial…Continue
The Women Advisors Forum in Dallas on Thursday opened with a session from Deena Katz, a wealth management professional and professor, on how financial advisors can steer expectations from the start of a new client relationship. The key to managing those relationships is having very specific conversations, according to Katz. Read on to find out what questions you may want to be asking your clients.…Continue
I just wanted to thank all of you who made it to the Women Advisors Forum New York. We had nearly 200 advisors in attendance, a record for this series!
But what’s even more important are the ideas shared, lessons learned and exciting…Continue
Sallie Krawcheck's surprise news that she will take the helm of the women's network 85 Broads came together after what she calls a "meeting of the minds" with founder Janet Hanson. Read on to find out more about what she plans for the organization, as told to American Banker Magazine Editor-in-Chief Heather Landy.…Continue