February 2018
Distribution 3,891
Room at the top: Women in finance and investing
by Lee McAdoo, Managing Director
Investor Education at TD Ameritrade
Age 35.

That’s about when I started to notice that I had fewer female peers.

It shouldn’t have surprised me. Women start to fall back largely due to having families and choosing to opt out of the workforce or scale back professionally just as men pull ahead in their careers. Not only does this shift have a significant impact on women’s personal finances and investing choices, but it also affects the number of women holding careers in financial services.

It can be disheartening to see talented colleagues leave the field. Individual choices—when it comes to work and life—can be difficult and are highly personal, but I do see opportunities for current financial executives, both female and male, to identify and nurture an interest in finance and investing. Why? It’s necessary in order to keep female talent, drive business forward and improve the industry as a whole. Full article here
STA WIF Updates

STA WIF Committee
is now accepting nominations for the
2018 Ken Heath Award
Recognizing those men who have made
a notable and genuine contribution
to the advancement of women in finance

Presentation will take place at
An Evening of Recognition & Education
Wednesday, March 21, 2018
4-7 pm CDT
The Montgomery Club – A Gibsons Venue
500 W. Superior
Chicago, Illinois

Complete details can be found
Articles of Interest

In the Aftermath of #MeToo
by Sheryl Sandberg - Facebook Post
"If men think that the way to address workplace sexual harassment is to avoid one-on-one time with female colleagues, including meetings, coffee breaks, and all the interactions that help us work together effectively, it will be a huge setback for women."
Article here

Gender Matters in Philanthropy
by Indiana University: Women's Philanthropy Institute
WPI increases the understanding of women’s philanthropy through rigorous research and education, interpreting and sharing these insights broadly to improve philanthropy. The Women Give series is its signature research project. Women Give 2017 Report

Female Athletes Race Towards Gender Equality at Winter Olympics
by Lin Taylor - Thomson Reuters
"For the first time in the history of the Winter Games, there are nearly as many female as male competitors, with women making up a record 43 percent of all athletes at Pyeongchang in South Korea," the International Olympic Committee (IOC) said. Article here

FINRA Publishes Information on New SIE Exam
The Securities Industry Essentials (SIE or Essentials) Exam, available beginning October 1, 2018, is a new FINRA exam for prospective securities industry professionals. It is open to anyone aged 18 or older, including students and individuals looking to re-enter the industry. Association with a firm is not required, and individuals are permitted to take the exam before or after associating with a firm. More information here

STA Florida 38th Annual Conference


Cheryl Cargie , Ariel Investments
Eden Simmer , PIMCO
See all STA Women in Finance Newsletters here