Women & Planning

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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.

Women, Wall Street And Unfinished Business

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Making it in the financial industry is still much harder if you're a woman.

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.

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