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Women & Planning

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Investors Now Expect Companies To Reveal Diversity Data, Consultant Says

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Companies that refuse to release the information are becoming outliers, she said.

Women's Biggest Financial Regrets: Not Investing More Tops List

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The No. 1 financial regret among women is that they haven't invested more, says a Merrill Lynch study.

JPMorgan's $1 Billion Brother-Sister Team Leaves To Start Own Wealth Firm

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The Invictus Collective will focus on private investment portfolios for ultra-high-net-worth clients.

U.S. Women Had To Work 42 More Days To Earn What Men Did In 2020

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Much of the gender pay gap is due to women's over-representation in the lowest paying jobs and fields.

Women Have 40% Less In Retirement Savings Than Men, BofA Finds

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A bank survey found that only 55% of women participate in 401(k) plans compared with 61% of men.

Survey Finds Women CFPs More Confident, Happy Than Male Counterparts

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The survey also indicated women are more likely to provide comprehensive planning.

Boards Are Adding More Women And Minorities Ahead Of Nasdaq Rule

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The momentum has been driven largely by controversial quotas.

Nearly Half Of U.S. Adults See Advisors As Too Expensive, MagnifyMoney Says

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But 95% of those who use advisors consider them worth it, the survey said.

Women Continue To Bear Financial Brunt Of Covid Crisis, Survey Says

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A MassMutual consumer index shows that parents, and women in particular, are being squeezed by the pandemic.

Women Still Not Equal In Financial Decisions, UBS Says

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A majority of both sexes wish women were more involved in finances, according to a UBS study.

RIA Industry Remains Largely Undiversified, Study Says

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The advisory industry has been slow to recruit women and other minorities, according to a new study.

U.S. Births Drop To the Lowest Level Since The 1970s

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Births fell for women in all age groups between 15 and 40 in 2020.

Female Retail Investors Quadruple On Robinhood App In February

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Women now make up almost 30% of the company's active customers.

How To Help Wealthy Clients Avoid 'The Widow's Tax'

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Money problems often beset widows and widowers who aren't used to handling their household finances.

Eileen Sharkey, Pioneer Of Advisory Profession, Dies

by FA Staff

She emerged as a leader in the male-dominated profession back in the 1980s.

Moms Are Struggling To Break Back Into The U.S. Workforce

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Résumé gaps and ongoing childcare responsibilities seem to still be holding many women back.

Why RIAs Should Harness The Power Of Next-Generation And Female Advisors

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The next two decades are set to see a sweeping shift in American wealth.

Don't Treat Others In The Workplace As Equals, Treat Them As Unique Individuals

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It's time we stop seeing each other as a collective with forced equality.

Why Male Advisors Can't Close The Gender Financial Literacy Gap Alone

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Most advisors are men, and they're not addressing the issues that women want to speak about, says advisor Leslie Thompson.

Women Investors Leading Charge As ESG Investing Grows, Survey Says

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The Royal Bank of Canada found that its U.S. female clients were twice as likely as men to key in on ESG issues.

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