Women in Planning

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News From Inside ETFs: Sonders Says Global Diversification May Pay Off In 2015


2015 could be the first year in a while where global diversification rewards investors, Schwab's chief investment strategist Liz Ann Sonders said.

Women Hold Too Much Cash, Study Says


Women investors hold 37 percent of assets in savings or checking accounts compared to 25 percent for men, according to a study released today by Hearts & Wallets.

High-Income Women Younger, Better Educated Than Male Counterparts

by FA Staff

Women investors with household incomes of at least $200,000 are also more willing to take risks than men, according to Spectrem Group.

Women Need More: Three Keys To Becoming The Advisor Of Choice For Women And Couples

by Ann Hughes

The three keys will help you gain the confidence you need to garner the trust and respect of female clients that will create lasting relationships.

High Water Women Making An Impact

by FA Staff

A nonprofit group of women from the hedge fund and investment communities connect business professionals with high-touch volunteer opportunities.

CFP Board Wants More Female Financial Planning Professionals

by FA Staff

In an effort to increase the number of women advisors, the CFP Board of Standards has formed the Women’s Initiative Council.

Keating Joins Commonfund As New CEO

by FA Staff

Catherine Keating has joined the firm from J.P. Morgan.

Cetera Grants $6.7 Million To 61 Independent Advisors For Business Plans


Winners were chosen from nearly 400 applicants and will receive funding to implement their business growth plans.

Morgan Stanley Advisor Develops Two Investing Strategies For Clients


A former pro tennis player, she and another advisor created high-end portfolios for clients clamoring for sustainability themes.

Fidelity Exec Provides Insight on Women, Millennials


Fidelity Investments president of personal investing offers advice at an event to advance women.

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