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Women & Planning

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CFP Board's Center For Financial Planning Appoints Diversity Director

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Dawn Harris will take on the new role of promoting diversity and inclusion initiatives.

Women's Status In Investment Management Hasn't Budged In 20 Years

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The picture is improving more in Asia than in the U.S. and U.K.

Transamerica Campaign Focuses On Women's Financial Challenges

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The Women's History Month campaign contains resources such as a white paper, webinars, a panel discussion and a podcast series.

Newly Minted AssetMark CEO Reflects On Evolving Company, Industry

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Soon after Natalie Wolfsen took over, AssetMark made a major acquisition and launched a channel for RIAs.

Supporting Diversity And Inclusion Is Good Business

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A diverse workforce brings richer perspectives, aids employee engagement and enhances a company’s performance.

Global Baby Drought Of Covid-19 Crisis Risks Population Crunch

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Drops in births and fertility could worsen the retirement crisis, and may lead to economic struggles.

Advisor Ventures To A Mountaintop For Grieving Client

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When a beloved client passed away, her husband made a request that took advisor Christopher Bentley's breath away.

How Do You Divorce A Millionaire?

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A savvy financial advisor should be able to help a spouse negotiate a divorce, attorney Lisa Zeiderman says.

Millennial, Gen X Women Fast Becoming The Primary Breadwinner

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A Wells Fargo study also found that more than a third of younger women find financial concepts intimidating.

Women Need To Take On Challenges To Achieve Success, Firm Leader Says

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Women still face obstacles in male-dominated financial field, advisor Michelle Barry said.

Remembering Sylvia Porter

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For more than 50 years, Sylvia Porter was a financial columnist who dispensed middle-class investment advice.

Advisor Group Creates 12-Person National Advisory Board

by FA Staff

The board will offer Advisor Group’s leadership insight on topics including technology, service and product strategy.

Americans Optimistic About Finances Despite Pandemic Distress, Edelman Says

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Young adults and minorities were among the most hopeful, according to a survey by Edelman Financial Engines.

TIAA Names Thasunda Duckett As President And CEO

by FA Staff

Duckett will join TIAA on May 1, 2021 from JPMorgan Chase, where she was CEO of Chase Consumer Banking.

Rachel Bashore Named COO Of Hybrid RIA Good Life Companies

by FA Staff

Bashore joins Good Life from BM Technologies, where she led white-label compliance risk and privacy functions.

Bloomberg Index Sheds Light On Corporate Gender Policies

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Globally, 380 publicly traded companies provided data for the 2021, Gender-Equality Index.

Citigroup Shrinks Gender Wage Gap A Smidge, To 26% From 27%

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Citigroup offers a frank assessment of the difference in wages it pays to men and women.

Women Taking Over Household Finances With Deficit In Literacy

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Men still outscore women in a test of financial literacy across almost every category, a new survey says.

Retired Merrill Lynch Star Joins Snowden Lane

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Cynthia Hewitt and her team managed $1.4 billion prior to retiring from Merill Lynch in 2018.

Five 2021 Technology Trends Changing Advisor-Client Engagement

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The pandemic has accelerated the pace of change for advisors, clients and regulators.

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