Women & Planning

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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.

Advisors Losing Billions By Failing Women Investors, Study Says

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A new study says advisors need to think more about how they serve female clients.

New Fund Wants To Tap 'Extraordinary Leadership' Of Women CEOs

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One firm wants to enter the ETF space wagering that women leaders can give companies an edge.

Diversity Scholarship CFPs Talk Of New Horizons

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The College for Financial Planning's diversity scholarship program turned out its first class of CFPs this year.

Women In Leadership Roles Are Quitting At Faster Rate Than Ever

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Women's disadvantages in the workplace were worsened by the Covid-19 pandemic.

Lori Hardwick Named Docupace Board Chair

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The fintech leader will guide Docupace through further expansion, the firm said.

Tarah Williams Named President Of Prospera

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In the newly-created post, she is expected to lead an aggressive growth campaign.

Don't Give Female Clients Reason To Leave

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Take steps now to earn their business and deliver retirement confidence.

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