female advisers

Financial planning

Is your name one of the most common adviser names?

Five male names are shared by over 10 per cent of the financial advice industry, according to CoreData, while a female name does not appear until number 43....

Financial planning

Female financial adviser numbers hit stagnation

Women still account for less than one-quarter of Australia’s financial advice profession, with only two firms with more than 100 advisers having 30 per cent female advise...

Expert Analysis

Reaching the time-pressed but investment-savvy female demographic

With more women aged 35-50 engaged in their finances and investments than ever, the cohort is a growing demographic for financial advice firms to work with, writes Nina K...

Financial planning

HNW female investors defying ‘risk-averse’ stereotypes

While previous data often portrays female investors as more risk-averse and unconfident compared to male counterparts, JBWere research shows high-net-worth women have sim...

Financial planning

How to attract more female clients to advice

A female adviser has shared how financial advice firms can be more appealing to female clients who may feel intimidated by a male-dominated industry....

Financial planning

How advice firms can better support female advisers

An award-winning female adviser has shared how advice firms can better support their female staff and make the workplace a more accommodating environment, as only a small...

Financial planning

Female advisers comprise less than a quarter of the profession

According to Wealth Data, less than a quarter of all financial advisers on the ASIC FAR are women, with the accounting and super fund business models having the highest n...

Financial planning

Women keen to learn about money from other women: Fidelity Investments

New research has found that women want to support and be supported by other women when it comes to their finances, emphasising the importance of diversity in financial ad...

Financial planning

Which advice model attracts the most female advisers?

With recent data finding female advisers represent just 23% of total advisers, Wealth Data has revealed which advice models attract the most women. ...

Funds management

Female and millennial advisers driving ESG

Female and millennial financial advisers were steering the ESG conversation with their clients in the US, a trend that is reflected in Australia, according to a research ...