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Women & Planning

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Wall Street Veteran Sallie Krawcheck Passes Reins Of Firm, Citing Health

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She'll be stepping down from Ellevest, the wealth management firm she founded that's geared toward women.

Massive Wealth Transfer Will Give Women $34 Trillion By 2030

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A spike in female fortunes is set to transform investing and philanthropy around the world.

Women Rely On Each Other's Advice When Picking Advisors, Edward Jones Says

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Surveyed advisors told the company that many of their female clients were referred by other women.

Ex-RBC Advisor Awarded $9.7M In Age, Sex Discrimination Claim

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Her attorney said the Finra arbitration panel award was the largest ever for an advisor in Minnesota.

Choosing An Easier Path In Divorce

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Your clients going through a divorce have important decisions to make to avoid compounding the emotional pain.

Advisors Fear 'Great Wealth Transfer' Will Cost Them Clients, Survey Says

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Thirty percent worry they will not retain assets from clients' spouses or children, the Natixis survey found.

Millennials, Women Biggest Beneficiaries Of 'Great Wealth Transfer,' Equitable Says

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Most inheritors are looking to manage their new wealth with the help of an advisor, according to the Equitable survey.

African-American Advisor Association Names Its First CEO

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Sheena Gray joins the group after spending the past 14 years at JPMorgan Chase.

Men Slightly More Interested Than Women In Hiring Advisors, Cerulli Finds

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Overall, affluent investors are more fee-friendly than they were three years ago, a Cerulli study found.

Women Caregivers Feeling Extra Financial Strain, Survey Says

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An Edward Jones survey found that 64% of women caregivers say their role has negatively impacted their financial plans.

A $33,000-a-Year Child Care Burden Vexes Harris, Trump Campaigns

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Neither candidate has said how they would reduce costs for parents.

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.

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