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  • A female financial advisor’s guide to succeeding in a male, white industry
    Financial Advisor

    A female financial advisor’s guide to succeeding in a male, white industry

    March 27, 2023 /

    Marguerita Cheng realized early in her economic scheduling profession to anticipate doubts. Of Chinese, Irish and Jap European descent, Cheng’s quiet identity was misread as evidence she lacked information about the prosperity management field and wouldn’t make a good advisor.  Currently, as the founder and CEO of Blue Ocean World wide Prosperity, a money planning company Gaithersburg, Maryland, she is familiar with her resilience paid out off. But the path wasn’t straightforward, and it illustrates the particular barriers women and individuals of colour typically face in the wealth administration sector.  “I felt so on your own,” Cheng claimed not long ago for the duration of a digital chat structured by…

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    How to Choose a Financial Advisor for Retirement

    How to Choose a Financial Advisor for Retirement

    April 19, 2023
    ‘Prove Me Wrong.’ I Think Investing in CDs Is a Better Deal Than Working With an Advisor

    ‘Prove Me Wrong.’ I Think Investing in CDs Is a Better Deal Than Working With an Advisor

    April 21, 2023
    Practice Ethical Investing With an ‘Anti-Capitalist Financial Planner

    Practice Ethical Investing With an ‘Anti-Capitalist Financial Planner

    February 20, 2023
  • Nucleus Commercial Finance adds Female Non-Executive Director
    Finance Director

    Nucleus Commercial Finance adds Female Non-Executive Director

    March 14, 2023 /

    Nucleus Industrial Finance (Nucleus), the option-led fintech service provider, has even further strengthened its Group Board with the appointment of Deborah Hardy as an external Non-Executive Director. With a numerous occupation qualifications within executive and operational roles, Deborah has around 30 years’ experience and abilities in the overseeing and shipping of solid company governance and assembly high DE&I standards. Along with her non-exec role on the board, Deborah is presently Director of two corporations, primarily based in the United kingdom and a further organization based mostly in Malta. All of these roles have a target on operations, shipping and delivery and best proactive administration. As aspect of the Team Board,…

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    CVB Financial Corp. Director Passes Away

    CVB Financial Corp. Director Passes Away

    November 7, 2022
    Charles Vice Named Director, Financial Technology and Access

    Charles Vice Named Director, Financial Technology and Access

    January 11, 2023
    Finance and Operations Director job with Métier

    Finance and Operations Director job with Métier

    May 1, 2024
  • The first lesson for female financial education? Money is power
    Financial Education

    The first lesson for female financial education? Money is power

    March 8, 2023 /

    This report is element of the FT’s Money Literacy and Inclusion Marketing campaign Intercontinental Women’s Working day must be a working day of celebration — but there’s nothing like the gender finance hole to get rid of the party. The gender fork out gap has torn a depressingly significant hole in women’s extended-term economic prospective buyers. The common pension pot for a 65-calendar year-aged girl in the Uk is around a person-fifth of the common pot of a male of the very same age. Females are not only considerably less probable to devote, they also have fewer money to set to perform in the marketplaces. Persistent bias against moms, portion-time doing…

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    How about Super Bowl ads that promote financial literacy?

    How about Super Bowl ads that promote financial literacy?

    February 12, 2023
    Financial education needed for students

    Financial education needed for students

    April 12, 2023
    How to Budget for Content Marketing Without Losing Financial Discipline

    How to Budget for Content Marketing Without Losing Financial Discipline

    October 11, 2026

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