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Women & Planning

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Morgan Stanley Faces Pregnancy-Related Discrimination, Harassment Suit

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Sarah Bolous, a former associate private banker, said the bank retaliated against her after she disclosed her pregnancy.

Morgan Stanley's Zentner To Lead New Global Investment Team

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Ellen Zentner was head of U.S. macroeconomics at Morgan Stanley since 2015.

Gender Pay Gap Might Never Disappear, Study Says

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The study focused on the gender pay gaps in the U.S., Canada, Italy and the U.K.

UBS Sees $83 Trillion Wealth Transfer Over Next Three Decades

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The bank said about a fifth of the world's assets are held by people over 75.

N.Y. Advisory Firm With $150M AUM Leaves Commonwealth For Perigon

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Creative Financial Planning was launched by Lisa Hayes in 1985 with profits from a cleaning business.

Advisors See Financial Literacy As Key Step For Women Clients

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Some advisor firms are taking the initiative in getting women comfortable with the financial services industry.

Advisors Should Focus On Millennials, Gen Xers And Women, State Street Says

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High fees are one of the biggest obstacles to gaining the trust of these groups, a company study found.

French Gates' Unconditional Millions Bring Doubt, Then Delight

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It's a departure from the bureaucratic structure of the Gates Foundation.

Advocate For Women Advisors Says Gender Diversity Is Improving

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Crewe Advisors is working to increase female representation in the industry.

AmeriFlex Acquires W Source, A Networking Platform For Women

by FA Staff

AmeriFlex is aiming to reach gender parity among its partner advisors.

Diversity Should Still Be A Hiring Goal

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A panel of financial industry professionals said advisors need to get out of their comfort zone when hiring.

Why Advisory Firms Fail Women Advisors

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How the industry can evolve and let females move up the ladder, according to the Carson Group.

Advisors Need To 'Navigate' $18 Trillion Wealth Transfer, EY Says

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Advisors need to understand the needs of women and young investors to retain assets, a company report says.

Single Women Should Be High On Advisors' Priority List, Nationwide Says

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A company survey found that unmarried women were the most concerned about their finances.

Advisors Have 'Vast' Opportunity To Work With Couples, Ameriprise Says

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A company survey found that couples with an advisor were more honest with each other about finances.

Women Entrepreneurs Can Make The World $6 Trillion Richer

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Lenders need to redesign their practices to give more consideration to small borrowers, especially women.

Why Advisory Firms Fail Women Advisors

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This is how the industry can evolve and let females move up the ladder, says the Carson Group.

Thrivent, Capital Group Get Five Stars On 'Best Workplaces For Women' List

by FA Staff

A dozen financial advisors and investment managers made the Newsweek list.

A New World Takes Shape

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The advisory business at this moment in time is in the midst of structural and generational change.

The Crushing Reality Of Death And Divorce

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All marriages end, and advisors need special skills for guiding newly single clients.

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