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Women & Planning

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JPMorgan A-Rod Advisor Loses Ruling In Client-Poaching Fight

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Gwen Campbell, whose clients include Alex Rodriguez, says she was lured into a "shark tank."

Carla Harris Stepping Down As Morgan Stanley Vice Chair

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Harris, one of the few Black female top executives on Wall Street, will remain a senior client advisor at the firm.

Ernesta Procope, The ‘First Lady Of Wall Street', Dies At 98

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She was founding president of E.G. Bowman, which billed itself as the largest Black- and woman-owned U.S. insurance broker.

A Growing Opportunity For Female Financial Advisors And Wealth Managers

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The future for female advisors is truly promising.

‘Fearless Girl' Statue Faces Another Move, NFT Future

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The statue's permit for space near the New York Stock Exchange has expired.

Things Women In Business Know That Men Don't

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While there are only a small number of female entrepreneurs, they are doing far better in business than many men.

Why Advisors Need To Pay Special Attention To Wealthy Women

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Advisors who do not focus on the needs of wealthy women will lose them as clients, author Any Hart Clyne says.

For Healthy Women With Wealth, Delaying Social Security Pays

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Women who delay Social Security benefits to age 70 can gain $180,000 over a lifetime, one researcher says.

Advisors Urged To Form Advisory Boards To Spur Growth

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A panel of women financial leaders discussed successful growth strategies at the Invest in Women Conference.

Ensuring Female Clients Maximize Social Security Benefits

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The issues women face show themselves in everything from Social Security benefits to estate planning, advisors say.

How Advisors Can Avoid Pitfalls Of Dealing With Gray Divorce Clients

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Advisors need to be ready to deal with the emotional issues confronting divorced older clients, wealth managers say.

Want More Clients? Try A Puppy Picture Party

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MFS business development officer Susan Kay opened Financial Advisor's Invest in Women Conference with unusual advice.

Hedge Funds Run By Women, Minorities Outperform Market Peers

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Funds with minorities represented in management had a median one-year total return of 29.6%.

U.S. Women Are Coming Back To The Job Market

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Economists were hoping to see more female workers as children started to return to school.

Women Were Scared Of Working At Blackstone, Schwarzman Says

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The private-equity industry has been trying to boost diversity.

Advisor Burnout Is Real. How To Prevent It

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A rapidly changing industry and Covid-19 have many advisors feeling stressed, said NYLI's Jennifer Tarsney.

Women Leaving U.S. Workforce Drive Participation Rate Drop

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The percentage of female workers over 20 who were employed or looking for work dropped to the lowest since February.

Women In Finance Are Turning To Online Poker To Boost Their Careers

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A course created by a long-time female trader uses the card game to teach risk-taking and negotiation techniques.

Male Investors More Likely To 'Freak Out,' MIT Study Finds

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A university study found women are more likely to ride out a declining market.

Wealthiest U.S. Foundations Lean More On Diverse Asset Managers

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The amount of foundation assets invested with diverse-owned firms increased 13.3%.

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