Women in Planning Articles

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Increased Financial Education In Workplaces Raising Worry, Urgency

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Increased financial education in the workplace is heightening money worries, contends the sponsor of a new study.

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CFP Board Calls For More Effort To Recruit, Retain Women Planners

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A CFP Board study finds that women are underrepresented in the industry because firms are not committed to women at the highest levels, there aren't enough women role models and women don't advocate...

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First Allied Expands Mentoring Program

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First Allied is expanding its mentoring program to help new women advisors enter the field.

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Demand For Female Financial Leaders Largely Ignored

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There's still a lack of female executives, even though employees desire a more collaborative and creative style of management women often offer.

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Raymond James Launches Advisor Development Program For Women

by FA Staff

The pilot program aims to help address two industry issues: attracting more women into the profession and providing potential successors for retiring advisors.

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Krawcheck Says Women On Wall Street Have 'Gone Backwards'

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Former bank executive Sallie Krawcheck said women haven’t climbed Wall Street’s corporate ranks after the 2008 credit crunch because men tend to hire people like themselves when facing a crisis.

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Survey Finds Retirement-Age Women Most Loyal To Advisors

by FA Staff

Ninety-three percent of women 67 to 80 years old said they would stay with their financial advisor if they became widowed, compared with 78 percent of Gen X women, a Russell Investments study found.

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Two Firms Join CFP Board In Research On Female Advisors

by FA Staff

Research will support efforts to draw more women into the financial planning field.

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Wirehouses, Women And Millennials Are Misinterpreted, Krawcheck Says

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A lot of conventional wisdom about wirehouse advisors, female clients and millennials is wrong and misguides the financial advice industry, Sallie Krawcheck told attendees at the Inside ETFs...

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Financial Advisors Changing Approaches For Women

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Financial advisors are offering more comprehensive services to cater to the distinct needs of women, among the fast-growing groups of investors.

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