Stay up-to-date on the latest industry news and information.

December 20, 2016 | Investopedia

How Advisors Can Break Into the Women's Market

By: C.W. Copeland

Women represent more than half of the U.S. population and share the responsibility for financial decisions at the household level. It is paramount to understand that they will be the final decision makers on the movement of money in the majority of American families.

November 21, 2016 | InvestmentNews

Women to Watch

By: Deborah Nason

Jocelyn Wright has been chosen as a "Women to Watch." InvestmentNews is honoring female financial advisers and industry executives who are distinguished leaders at their firms. These women have advanced the business of providing advice through their leadership, passion, creativity and willingness to help other women along the way.

October 7, 2016 | Philly.com

Three Takes on How to Invest that $150,000 You've Saved for Retirement

By: Erin E. Arvedlund

You saved your pennies and squirreled away $150,000 for retirement. Now, how do you invest the money? We asked three financial advisers what they believe is the best use of those savings. (For the purposes of this article, they're investing cash.)

September 13, 2016 | The American College of Financial Services

Getting More Women into Financial Services: A Matter of Networking

The American College of Financial Services is proud to support two major upcoming events aimed at empowering female financial professionals: the Women in Insurance and Financial Services Conference scheduled for Oct. 19-21 in Chicago, and the InvestmentNews Women Adviser Summit on Nov. 10 in San Francisco.

September 1, 2016 | Insurance News Net Magazine

Mentors and Sponsors: We Are Our Sisters’ Keepers

By: Jocelyn Wright

As we explore strategies to address the scarcity of women in the financial services profession, the need for mentorship and sponsorship must be an important consideration. Mentors and sponsors differ in many respects, but both work toward the same result: helping you reach your career goals.

August 18, 2016 | The Wall Street Journal

How Debt Boot Camp Can Help Clients

By: Jocelyn Wright

Tackling debt isn’t always easy, but it is a necessary step toward financial empowerment. That’s why I helped create a debt boot camp, first as part of my church and now through my firm, that brings groups of up to 10 people together around a similar goal and functions like a support group.

August 10, 2016 | Financial Advisor

Addressing the Financial Needs of Millennial, Gen X and Boomer Women

By: Jocelyn Wright

Today women represent more than 50 percent of the U.S. population, make up the majority of college students (undergraduate and graduate) and continue to make progress in earnings and employment. Yet, despite these strides, how to address the financial needs of women remains largely unanswered by the financial services profession and its advisors.

May 3, 2016 | Financial Advisor

Women Advisors: How To Diversify The Advisor Practice

By: Dan Jamieson

There’s little argument the financial services industry needs more women advisors. The question is, how can it grow the ranks of women? Look for organizations to join and support and opportunities to connect with young people at high schools and colleges, said Jocelyn Wright.

April 4, 2016 | Make It Better

9 Reasons You’re Not Rich Yet

By: Meghan Streit

You make a decent living, have a nice house and don’t have any debt. But yet, you still haven’t achieved the true financial freedom that comes with ample retirement savings, capital to support the philanthropic causes that are important to you, and wealth to pass on to your children and grandchildren.

March 18, 2016 | Investor's Business Daily

What Women Have To Offer As Financial Advisors

By: Margaret Price

On one hand, some women advisors claim a natural and enduring edge with women. Said advisor Jocelyn Wright, “We tend to be empathetic, good at listening to people and building relationships and having a level of patience that makes us uniquely qualified in this profession.”

Pages