Women & Planning

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Advisors Won't Like What Future Clients Really Want

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Advisors are falling victim to a number of inaccurate stereotypes about tomorrow's clients.

Citi Managing Director Accuses Ex-Bosses Of Sexual Assault, Harassment

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She claimed that the bank knowingly tolerated a “locker room” environment.

AI Technology Tools To Enhance Your Digital Storefront

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Here are five tools that are changing how advisors make video content in 2023.

When Women Are The Breadwinners In A Relationship

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Advisors say finding equality in relationships where women outearn male partners is tricky.

Women Feel Less Financially Secure Than Men, Study Says

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But younger women feel more optimistic, according to the Northwestern Mutual report.

Sallie Krawcheck On What Defines Good Leadership

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Hiring a diverse staff and treating employees well are among the most important traits, she said.

Fidelity Says It Increased Women Clients By 48% Since 2019

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The increase was particularly strong among young age groups, the company said.

Women Less Confident Than Men About Retirement, Northwestern Mutual Says

by FA Staff

Gen X women are least likely to have a long-term financial plan, according to a company survey.

Will More Female Clients Mean More Female Advisors?

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Women are on track to inherit the most from the great wealth transfer.

Tax-Smart Wealth Transfer Tips For Clients In Late Old Age

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Older clients have different needs but can often help family members.

5 Ways Wealth Management Firms Can Power Their Growth

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The financial services industry is facing a period of change like no other. Here's how to adapt.

Merrill Lynch Sued By Former Advisor For Alleged Gender Discrimination

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The woman accused a male supervisor of "actively sabotaging" her career.

The Female Breadwinner: Changing The Financial Conversation

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Women's wealth is on the rise, and our industry has the great opportunity to help champion their financial futures.

Women Shattering The Glass Ceiling And Barbie's Parallel Influence

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The paradox Barbie embodies pushes career women to construct their own definitions of empowerment in financial services.

Hedge Fund Woodline Sued For 'Oppressive, Misogynistic' Culture

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The former executive administrator is accusing the firm of discrimination, retaliation and defamation.

CFP Board Looking To Speed Up Diversity Efforts

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Women and other minorities have been making inroads in the CFP field, but slowly, the CFP Board's diversity chief says.

How To Be A Trustworthy Leader For Your Clients

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Trustworthy client leadership is critical to keeping an advisor-client relationship strong.

FPA Honors Three Women For Diversity Efforts

by FA Staff

The financial professionals have tackled diversity issues in Virginia, California and Ohio.

Advisors Urged To Share Some Personal Details With Clients

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Being open with clients leads to stronger relationships, advisor Jessica Jones says.

The Female Breadwinner: Changing The Financial Conversation

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Women's wealth is on the rise, and our industry has the great opportunity to help champion their financial futures.

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