A specialist in high-net-worth client acquisition on how to look for business when you’re 'not allowed'
Susan O'Brien started her practice from scratch 21 years ago and believes the industry is a great place for women to succeed
Leading advisor and author reflects on how interest in women in wealth issues have increased
Having lost her mom at just 16, Jackie Porter told WP her life journey has been a ‘gift and a curse’
MFDA concludes that Toronto rep solicited loans that gave rise to conflict of interest, which he failed to report
Ahead of WP’s two Women in Wealth Management events, financial planner explains the skills that help build client relationships
Chantal McNeily: "We must embrace the differences between men and women to drive success and bring value to the table"
Gender diversity training requires constant reinforcement to eradicate preconceived bias, says expert
Lori Bailey: "It isn’t lost on me that I have an obligation to bring other women along on this journey with me"
Margaret Resce Milkint: "I look at my network as a community that is living and breathing. You have to cultivate it and take care of it"
Women’s leadership expert encourages women to tap into their feminine qualities to earn respect and drive results