Women & Planning

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Women Lost C-Suite Seats In Corporate America, S&P Says

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Women have ceded some senior-level positions after years of seeing their numbers increase.

Never-Married Black Women Own 8 Cents For $1 Held By White Men

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A Fed study found people who have never married have significantly less wealth than married people.

Ex-Merrill Advisor Thrives As She Takes Coaching, Subscription Fees To Mass Market

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Shannon McLay decided early in her career that the size of her clients' bank accounts didn't matter.

How Advisors Can Help Those Suddenly Made Single By Death, Divorce

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All marriages end, and advisors need special skills for guiding newly single clients.

Three Women Launch RIA With Full-Time Psychologist

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The Chicago-based firm hopes having a clinical psychologist will help clients deal with difficult situations.

Diversity Should Still Be A Hiring Goal, Financial Execs Say

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A panel of financial industry professionals said advisors need to get out of their comfort zone when hiring.

The Burning Question For Clients: Are You Happy?

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Advisors who ask this of clients, listen and adjust the financial plan will transform their practices, she says.

Cash For Nannies, Extra Days Off: Child-Care Perks Top Workplace Benefits

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Skyrocketing prices and dwindling options for care are squeezing parents.

Wall Street's DEI Retreat Has Officially Begun

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The legal assault on corporate diversity initiatives is gathering steam.

Caregivers: The Problems Hidden In Plain Sight

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Your clients' plans are only as solid as the least prepared person in their circle.

Why Are More Women Clients Than Ever Firing Advisors?

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And how do you make sure you're not on the chopping block?

Communications Key In Couples' Financial Health, Fidelity Says

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A company survey found that couples with good communications worried less about money.

Wilmington Trust CEO To Exit $79 Billion Wealth Manager

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Doris Meister, who has led Wilmington since 2016, will remain a consultant with the bank.

Why Are More Women Clients Than Ever Firing Advisors?

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And how do you make sure you're not on the chopping block?

CFP Board Says Its Planners Are Landing Jobs At Top Firms

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Edward Jones made the most new hires of new CFP planners last year, the board said.

More Women See Themselves As CFO Of Their Households, Allianz Says

by FA Staff

But at the same time, they feel less financially secure and uneasy about retirement.

Women Entrepreneurs Are Increasing As Capital Becomes Available, Embarc Says

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Embarc carved out niche among women small business owners, Kelcee Blue said.

CFP Board Added 6,000 U.S. Certificants In 2023

by FA Staff

The board said the pool of CFP professionals continued to get younger and more diverse.

Citi Suit Raises #MeToo Allegations At Wall Street's Top Levels

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The lawsuit challenges the bank's efforts to present a picture of greater gender equality.

Carson Group Sees 'Troubling' Lack Of Progress In Female Advisor Hiring

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The financial industry is failing to increase the representation of women advisors, the firm said.

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