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Women & Planning

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Forgivable Loan Offers Can Be Expensive

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Down the road, you might end up paying a bigger price for this recruitment perk than you expected.

Why Are We So Terrified Of Inflation?

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Inflation is the most confusing and misunderstood investment concept.

Why Women Have A Vital Role To Play In Financial Planning

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Women are in many ways ideally suited for the financial advice business, female advisors say.

The Corporate And Societal Benefits Of A Diverse Workplace

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A Northwestern Mutual executive outlines ways to strive for a diverse workforce.

Young Women In NYC Outearn Men, Study Says

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The city's wage gender gap runs counter to national trends.

‘Testosterone-Fueled Bear Pit' Discourages Women From Economics

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Women are grossly underrepresented in the field, according to a report in the U.k>

Practical--And Profitable--Ways To Attract More Women To Your Practice

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Here are a few key recommendations that can make your firm more appealing and rewarding to women.

Wells Fargo Tolerates 'Misogynist' And 'Racist' Behavior, Lawsuit Says

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In a discrimination lawsuit, a female employee alleged male employees mockingly referred to a female client as a “fat pig.”

Why Your Female Clients Should Be In The Family Money Discussion

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A recent UBS study found that half of married women leave the financial decisions to their spouse.

New Generation Of Women Investors Taking Charge Of Finances, Survey Says

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Women associate more positive emotions with financial planning than ever before, a U.S. Bank survey found.

Pandemic Pushed More Women Out Of Jobs In Gender Parity Setback

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Among the findings in a new study was that more women had to forgo work to care for others.

Top Five Drivers Of Advisor Growth In 2022

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Kevin Darlington of Broadridge talks nonlocal prospecting, advisor ratings and reputation management.

Wall Street's Era Of Secrecy For Harassment Claims Is Finally Over

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President Biden is poised to sign legislation that bans mandatory arbitration for workplace sexual harassment or assault claims.

Fund Managers Miss Out On Over $3 Trillion By Overlooking Women

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BNY Mellon's analysis shows the industry loses out by going mostly after men.

Ultra-Rich Americans Are Asking BofA's Katy Knox Some Unusual Questions

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There are suddenly many more millionaires seeking advice across financial firms.

Single Mothers Cited As Those In Need Of Most Financial Guidance

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Single moms, divorced women and the elderly face especially severe financial disadvantages, authors of a new book say.

No, Getting Married Isn't Always Financially Beneficial

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Before legally clients yoke themselves to another person, it's perfectly reasonable to pause and make sure it makes sense.

Goldman Sticks With Arbitration For Sexual-Harassment Claims

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It's a loss for critics of forced arbitration.

Goldman's Abby Joseph Cohen, Known For Bullish Stock-Market Calls, To Retire

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Cohen correctly called the dot-com boom and bust of the 1990s and early 2000s.

School Closings Surge As Omicron Spreads Across The U.S.

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There were 646 Covid-related school closings for this week, up from 356 the week before.

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