Boosting the number and role of women is an objective of Raymond James and other firms in the wealth management business. But how do you make that happen?
During the 18th annual Women's Symposium hosted by the firm in St. Pete Beach, Fla., a roundtable of six advisers discussed that issue with AdvisorOne over lunch on Thursday.
Of Raymond James' 6,000-plus advisers, about 14% are women. In the first year of its training program for new reps, the Adviser Mastery Program, 35% of its participants were women.
|An important part of supporting women in the business, they say, is having the right culture. This includes taking steps to support female advisers and other women throughout the firm and doing as much as possible to encourage the formation of adviser teams.
Complete your profile to continue reading and get FREE access to CUTimes.com, part of your ALM digital membership.
Your access to unlimited CUTimes.com content isn’t changing.
Once you are an ALM digital member, you’ll receive:
- Breaking credit union news and analysis, on-site and via our newsletters and custom alerts
- Weekly Shared Accounts podcast featuring exclusive interviews with industry leaders
- Educational webcasts, white papers, and ebooks from industry thought leaders
- Critical coverage of the commercial real estate and financial advisory markets on our other ALM sites, GlobeSt.com and ThinkAdvisor.com
Already have an account? Sign In Now
© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
Janet Levaux
Editor-in-Chief Janet Levaux has covered the financial markets since 1991, with a focus on financial advisors since 2005. After graduating from Yale and the Johns Hopkins School of Advanced International Studies (SAIS), where she studied global economics, Janet worked as a freelance financial and business writer in Japan, and then as a reporter and editor for Investor's Business Daily and the Bay Area News Group in California. She earned an MBA in 2007 and since then has helped lead key ThinkAdvisor projects like its Neal-Award winning reporting on Ken Fisher, Luminaries awards program and Women in Wealth newsletter.
