Trends PLANADVISER July/August 2021

Women in C-Suite Roles

They’re underrepresented, but progress is being made.

Reported by

Amanda Umpierrez

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In Practice

March 24th, 2025

CFP Board Initiative Seeks to Increase and Strengthen Women CFP Professionals

The Accelerate & WIN program includes research, webinars, virtual events, and more, to address female underrepresentation in the financial planning...

Data & Research

February 29th, 2024

Prime Capital Announces Scholarship Fund Encouraging Women to Work in Finance

The program aims to support diversity in the financial services industry.

In Practice

October 27th, 2023

Security Benefit COO: There’s Potential for Advisers to Work More With Women

A benefits expert shares barriers that affect women’s decisions to create a financial plan or find an adviser.

Trends PLANADVISER July/August 2021

Participant Misperceptions

Distinguishing myth from reality can be hard when it comes to DC plans.

Reported by

Lee Barney

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Client Service

September 27th, 2024

Goldman Sachs Identifies ‘Financial Grit,’ Planning as Keys to Improving Retirement Savings

Its survey found that working Americans saw improvements in their finances and retirement savings this year, but many remain worried...

Client Service

September 4th, 2024

Vanguard to Lower Asset Minimum for Digital Adviser Access

The minimum holding to receive financial advice from "robo-advisory" services will drop to $100 from $3,000.

Data & Research

June 25th, 2024

Capital Group Names Top Focus Areas for DC Investment Consultants

Evaluating plan needs and offerings for retirement income, TDFs and participant outcomes top the list for DC investment consultants for...