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Women in Planning Articles
Increased financial education in the workplace is heightening money worries, contends the sponsor of a new study.
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...
First Allied is expanding its mentoring program to help new women advisors enter the field.
There's still a lack of female executives, even though employees desire a more collaborative and creative style of management women often offer.
The pilot program aims to help address two industry issues: attracting more women into the profession and providing potential successors for retiring advisors.
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.
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.
Research will support efforts to draw more women into the financial planning field.
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...
Financial Advisor Blogs
Portfolio Manager Insights
Financial advisors are uniquely qualified to play a central role in the divorce process, yet they have failed to adequately market themselves to divorce lawyers, says this attorney. + Read more
Some six months into their new jobs at a Wall Street bank, two young, overworked and stressed-out financial analysts were having their second beers and discussing the best ways to literally kill themselves at work. + Read more