Women & Planning

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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.

Talking To Clients About Recessions

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Advisors need to make sure their clients know how a recession would really impact their lives.

Almost Half Of Women Say They'd Quit If Their Employer Didn't Agree With Them On Abortion

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More than half said the Supreme Court's decision striking down abortion rights changed their financial mindset.

Addressing The Gender Disparity In Investing

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Advisory firms are dealing with a significant gap between men and women when it comes to investing.

Unmarried Women Workers Face Tough Retirement Prospects, EBRI Says

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Low incomes and savings have combined to make retirement a challenge for single women workers, an EBRI survey concludes.

5 Must-Follow Copywriting Rules

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If you follow these rules, you'll improve your communications and engagement with clients.

Understanding The Rule Of 40%

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The Rule of 40% is a solid way to think about the mix between the growth and profitability of your business

Women's Pay Growth Outpaces Men's, But Still Hasn't Caught Up

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Overall, wage growth has flattened in recent months after a sharp acceleration in the previous year.

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