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Latest News & Articles

May 18, 2017 | Refinery29

The Best Money Advice When You Don’t Have Any Money

By: Judith Ohikuare

If you don't have a lot of money to spare and want to get on the right track, focus on covering all of your bases instead of investing in the next hot startup or buying property. Clear your immediate financial hurdles out of the way before aspirational investments (those can come much later), through earning more and managing what you do have better, and you'll be a lot better off.

May 11, 2017 | Financial Advisor Magazine

Can New Initiatives Put Women In The Advisor Pipeline?

By: Christopher Robbins

Jocelyn Wright pointed out that women cannot create a more equitable industry on their own. As more woman advisors seek to create similar initiatives within their firms, they will have to seek and encourage assistance from male allies.

May 9, 2017 | MarketWatch

Why There Should be More Minority Financial Advisers

By: Alessandra Malito

The financial services industry is lacking diversity, in all sorts of ways. About 30% of personal financial advisers were women in 2016, according to the Bureau of Labor Statistics, but the numbers are even lower for minorities: only 6% of all advisers were black, 7.7% were Asian and 7.1% were Hispanic.

Featured Videos

What Women Want (in a Financial Advisor)

The ways that women differ from men in their approach to the buying process of life insurance is discussed with Jon Dressner of the LIFE Foundation.

Women at the Top

Noreen Beaman sheds light on finding a balance between a personal and professional life while discussing the challenges of being a female executive.