Women & Planning

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Communications Key In Couples' Financial Health, Fidelity Says

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A company survey found that couples with good communications worried less about money.

Wilmington Trust CEO To Exit $79 Billion Wealth Manager

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Doris Meister, who has led Wilmington since 2016, will remain a consultant with the bank.

Why Are More Women Clients Than Ever Firing Advisors?

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And how do you make sure you're not on the chopping block?

CFP Board Says Its Planners Are Landing Jobs At Top Firms

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Edward Jones made the most new hires of new CFP planners last year, the board said.

More Women See Themselves As CFO Of Their Households, Allianz Says

by FA Staff

But at the same time, they feel less financially secure and uneasy about retirement.

Women Entrepreneurs Are Increasing As Capital Becomes Available, Embarc Says

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Embarc carved out niche among women small business owners, Kelcee Blue said.

CFP Board Added 6,000 U.S. Certificants In 2023

by FA Staff

The board said the pool of CFP professionals continued to get younger and more diverse.

Citi Suit Raises #MeToo Allegations At Wall Street's Top Levels

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The lawsuit challenges the bank's efforts to present a picture of greater gender equality.

Carson Group Sees 'Troubling' Lack Of Progress In Female Advisor Hiring

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The financial industry is failing to increase the representation of women advisors, the firm said.

What Future Clients Really Want

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Advisors are falling victim to a number of inaccurate stereotypes about tomorrow's clients.

Ten Reasons You Should Work Between The Holidays

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Clients will be very impressed to find you working between Christmas and New Year's. And you can reach them.

Advisors Won't Like What Future Clients Really Want

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Advisors are falling victim to a number of inaccurate stereotypes about tomorrow's clients.

Citi Managing Director Accuses Ex-Bosses Of Sexual Assault, Harassment

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She claimed that the bank knowingly tolerated a “locker room” environment.

AI Technology Tools To Enhance Your Digital Storefront

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Here are five tools that are changing how advisors make video content in 2023.

When Women Are The Breadwinners In A Relationship

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Advisors say finding equality in relationships where women outearn male partners is tricky.

Women Feel Less Financially Secure Than Men, Study Says

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But younger women feel more optimistic, according to the Northwestern Mutual report.

Sallie Krawcheck On What Defines Good Leadership

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Hiring a diverse staff and treating employees well are among the most important traits, she said.

Fidelity Says It Increased Women Clients By 48% Since 2019

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The increase was particularly strong among young age groups, the company said.

Women Less Confident Than Men About Retirement, Northwestern Mutual Says

by FA Staff

Gen X women are least likely to have a long-term financial plan, according to a company survey.

Will More Female Clients Mean More Female Advisors?

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Women are on track to inherit the most from the great wealth transfer.

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