RBC Wealth, Raymond James Launch Efforts to Boost Female Advisors
Videos and a publication aim to support existing women reps and add to their numbers, which are roughly 16% of the full US advisor force.
2 Types of ‘Currency’ That Help Women Succeed
At FSI conference, Carla Harris of Morgan Stanley discusses how women can rise and says the push for diversity shouldn’t be just "a bull-market phenomenon."
LPL Hosting First Stand-Alone Event for Female Advisors
The conference is bringing together 100 registered reps and others to focus on leadership, wellness and more.
Ladenburg Thalmann Hosts Female-Advisor Event for IBDs
The women met in Salt Lake City and heard from Col. Jill Morgenthaler and other VIPs.
LPL Affiliate Launching Women’s Advisory Council
Independent Financial Partners plans to host at least eight female reps this week near Tampa.
Raymond James Plans New Venue for Growing Women’s Symposium
The group had more than 500 guests at its event in Florida last week, including 23 prospective advisors.
Advisors Must Use a 'Gender Lens' to Better Serve Women Clients
The founder of Wealthrive says advisors must approach women's financial needs in a more nuanced manner if they expect to adequately serve them.
Securities America Hosts National Conference, Women’s Summit
The indie broker-dealer also says its reps can begin using a mobile-check deposit app.
Raymond James Adds Complex Managers, FAs From Wirehouses
In addition, it taps a marketing veteran to lead its Network for Women Advisors, which has more than 800 FAs.
Raymond James Highlights Women’s Achievements, Tech Updates
The firm attracts a record number of attendees, including 29 prospective advisors, to its 20th annual event for female reps.