Women in Planning Articles

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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.

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Keating Joins Commonfund As New CEO

by FA Staff

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

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

by

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

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Morgan Stanley Advisor Develops Two Investing Strategies For Clients

by

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

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Fidelity Exec Provides Insight on Women, Millennials

by

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

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Widows, Divorcees A Potential Service Niche For Advisors

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Women who become single due to death of a spouse or divorce are more in need of professional advice than they realize, according to a new survey.

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Women Advisors Learn Value Of ‘Executive Presence’

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Underestimating the importance of “executive presence” can undermine women’s careers, said two experts at Schwab's Impact conference.

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Schwab Seeks A More Diverse RIA Industry

by FA Staff

The firm’s new program aims to build a culture of inclusion for advisors and investors alike.

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Women Are Financial Advisors’ Friends

by FA Staff

A Cogent Reports study finds that women are more apt than men to rely on financial advisors to map their financial future.

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How To Be Big

by

Fidelity looks at how small firms become big -- without being drowned in overhead, partnership fights or the morass of tasks for which not every pro is suited.

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