She'll be stepping down from Ellevest, the wealth management firm she founded that's geared toward women.
A spike in female fortunes is set to transform investing and philanthropy around the world.
Surveyed advisors told the company that many of their female clients were referred by other women.
Her attorney said the Finra arbitration panel award was the largest ever for an advisor in Minnesota.
Your clients going through a divorce have important decisions to make to avoid compounding the emotional pain.
Thirty percent worry they will not retain assets from clients' spouses or children, the Natixis survey found.
Most inheritors are looking to manage their new wealth with the help of an advisor, according to the Equitable survey.
Sheena Gray joins the group after spending the past 14 years at JPMorgan Chase.
Overall, affluent investors are more fee-friendly than they were three years ago, a Cerulli study found.
An Edward Jones survey found that 64% of women caregivers say their role has negatively impacted their financial plans.
Neither candidate has said how they would reduce costs for parents.
Sarah Bolous, a former associate private banker, said the bank retaliated against her after she disclosed her pregnancy.
Ellen Zentner was head of U.S. macroeconomics at Morgan Stanley since 2015.
The study focused on the gender pay gaps in the U.S., Canada, Italy and the U.K.
The bank said about a fifth of the world's assets are held by people over 75.
Creative Financial Planning was launched by Lisa Hayes in 1985 with profits from a cleaning business.
Some advisor firms are taking the initiative in getting women comfortable with the financial services industry.
High fees are one of the biggest obstacles to gaining the trust of these groups, a company study found.
It's a departure from the bureaucratic structure of the Gates Foundation.
Crewe Advisors is working to increase female representation in the industry.