Women & Planning

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Should Advisors Jump On The Threads Bandwagon?

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A new microblogging platform has emerged. Should advisors get on board?

Nominations Sought For Women In Wealth Management Awards

by FA Staff

Winners will be honored in November at Excell REPRESENT, an event aimed at empowering women in the financial industry.

How Advisors Can Work With 'Middle-Class Millionaire' Women

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An advisor firm offers insights into how to serve women with $1 million or more in their retirement accounts.

MFS Investment Steps Up Drive To Serve Women Clients

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The investment firm is educating advisors on how to connect with women.

Gender Roles Block Female Financial Experience, UBS Says

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A company survey found obstacles keep women from financial engagement, even if they're the breadwinner.

U.S. Women Have Lost $61T To Gender Pay Gap Since 1960s, Study Says

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The gap adds up to a loss of $9,954 in wages per year for full-time, year-round female workers.

When Couples Are At Financial Loggerheads

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Family dynamics are changing. How can advisors help get two spouses on the same financial page?

More U.S. Women Are Working Than Ever, Reversing Pandemic Slump

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The share of women ages 25 to 54 who are employed or searching for work has been steadily rising.

BNY Mellon Launches Women's And Innovators ETFs

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The two ETFs are designed in part to close the gap between active and passive ETFs.

Independent Workforce Climbs As U.S. Women Leave Traditional Jobs

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There were an estimated 6.7 million independent professionals last year, up 2.2% from 2021.

Firm Growth Should Come From Multiple Sources, Panelists Say

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The fundamental rule of keeping the client top of mind always applies, women executives said.

Goldman To Pay $215 Million To End Case On Underpaying Women

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A class of about 2,800 women agreed to settle the lawsuit about a month before it was set to go to trial.

Three Advisor Firms Share Techniques For Cultivating NextGen Clients

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It's important for advisors to reach out to prospects before they achieve sizeable wealth, they said.

Pandemic's Lessons Guide Advisors Through Today's Uncertainties

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Communicating is a key to helping clients with volatility both in the market and in their lives, advisors said.

How To Prevent Healthcare Costs From Blowing Up A Financial Plan

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Advisors need to shield clients from surprises when planning for healthcare costs, said consultant Katy Votava.

How Advisors Can Focus Their Marketing Toward Women

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Women are interested in the process their advisors use, the panel told the Invest In Women conference.

Jenna Bush Hager: Give Kids The Right To Fail

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The daughter of one president and granddaughter of another said we put too much pressure on kids.

The Next Generation Of Clients Requires Next-Gen Advisors

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Young advisors want to feel they belong in their firms, Cambridge's Tammy Robbins said.

Why Women Should Not Ignore Prenups And Postnups

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Women out of the workforce might still need the protection of these agreements later.

Women Are Barely Making A Dent In Advisor Representation

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More action needs to be taken to increase women's presence, say two Carson executives.

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