Women & Planning

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The Bridge Women Will Cross. And Men Will Jump Off Of.

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It's time for the wealth management industry to recognize the differentiated financial needs and objectives of women.

Where Hiring Women Advisors Is More Than Talk

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Some advisory firms are taking concrete actions to elevate women in the profession.

Hightower Makes Strategic Investment In Bickling Financial

by FA Staff

The family-owned firm was founded by Dorothy Bickling and she now operates it with her two sons.

Women Seen As Benefiting From Pandemic-Era Workplace Changes

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More flexible work hours and remote work options are allowing women to balance their families and careers.

Family Leave Still Out Of Reach For Almost Half Of Workers 30 Years After Landmark Law

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The U.S. is an outlier globally for its lack of paid time off for new parents or illness.

Unmarried Women No Longer Pay A Financial Penalty In Retirement

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Younger female boomers are doing better than their predecessors, but there's a catch.

Taking The Financial Sting Out Of Divorce

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This advisor showed a divorcing Brooklyn couple a way out of difficult financial straits.

Big Tech Layoffs Are Hitting Diversity And Inclusion Jobs Hard

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The layoffs threaten company pledges to boost underrepresented groups.

CFP Board Boasts Record Growth, Increases Member Diversity

by FA Staff

The board last year increased its professionals by 3.4% for a total of 95,137.

JPMorgan's Aiyengar Becomes Only Female M&A Head On Wall Street

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Anu Aiyengar has been with the firm for more than 20 years and was named co-head of global M&A in 2020.

Inflation Tops List Of Americans' Retirement Concerns

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And anxiety about inflation affects women more than men, according to a State Street survey.

Mercer Advisors Buys Foss's Empyrion Wealth

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Kimberly Foss's firm has $250 million in AUM. It's Mercer's 15th purchase of a firm led by a female.

Unmarried Women No Longer Pay A Financial Penalty In Retirement

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Younger female boomers are doing better than their predecessors, but there's a catch.

Gender Pay Equity Progress Slowed By Family Leave, Study Says

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Family leave is disproportionately taken by women to the detriment of their careers, a new report says.

Working Moms Thought It Couldn't Get Worse. Then Along Came 2022

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Child-care problems or other family obligations were major causes of worker absences this year.

Many Women Report Having 50% Less Income In Retirement: Goldman Sachs

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Time out of the workplace cuts retirement savings by 35%, a new study finds.

Working Moms' Winter Math Is Getting Tougher

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Mothers are perceived to be less competent simply because they are mothers, a bias that affects both hiring and pay.

Financial Advisors Need To Do A Better Job Of Implementing DEI Policies, CFP Board Says

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At a Diversity Summit, CFP Board members say firms could do a lot better

Wall Street's Silencing Of Sexual Harassment Curbed By 'Speak Out Act'

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The new law could have a broad impact on Wall Street, where all but one of the six biggest banks are run by men.

Why Advisors Fail To Connect With Key Groups Of Clients

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Wealth management firms need new business models to connect with the next wave of clients.

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