In Practice October 25th, 2024 Q&A: WIPN’s Current President Talks About Its 15th Anniversary, the Future At WIPN, Rosalyn Brown champions initiatives that empower women, especially those of color, in the financial services industry.
In Practice October 16th, 2024 Q&A: WIPN’s 9th President Talks About Navigating 2020 Daniella Moiseyev reflects on the difficulties of the COVID-19 pandemic and the ongoing challenges for women in the retirement industry.
In Practice October 10th, 2024 CFP Board Receives $150,000 Donation for Women’s Scholarship The donation from Schwab Advisor Services will be used to support the Women’s Initiative Endowed Scholarship.
In Practice October 10th, 2024 Q&A: WIPN’s 1st President Discusses Organization’s Origins WIPN—We Inspire. Promote. Network.—is nearing the completion of its 15th year helping to connect, mentor and advance women in the...
Data & Research November 30th, 2023 Underrepresentation of Female Advisers Persists Leaders of organizations, both men and women, can design firms to better support female financial advisers, according to Carson Group’s...
Data & Research October 5th, 2023 67% of Small Businesses Expect Revenue Gains That makes it an ideal time for these employers to consider adding or enhancing workplace retirement plans, according to a...
Data & Research September 25th, 2023 As Women Face Uncertain Retirement Outcomes, Advisory Practice Says: ‘Relate’ The need to relate more to female participants comes as 71% of women report they will outlive their retirement savings, according...
Data & Research March 31st, 2023 Women Who Work With Financial Professionals Feel More Prepared for Retirement Separately, CFP launches an endowed scholarship to cultivate more female financial advisers.
Data & Research February 21st, 2023 Early Years Are Formative for Female Advisers’ Success, Survey Shows Female advisers reported needing up to 10 years of experience to feel confident in their profession.
The Markets October 14th, 2021 Millennial Women Lead the Way in Non-Retirement Investing Fidelity reports it has seen unprecedented growth in women opening new retail investing accounts, plus a record-high average of 9.2% contributions to DC retirement plans.
Deals & People April 22nd, 2021 Introducing WIPN — WE Inspire. Promote. Network. A year or so ago, WiPN leadership was looking at how much it had evolved and realized ‘we needed the...
In Practice March 26th, 2021 More Retirement Plan Practices Are Seeking Out Diverse Advisers Firms say adding diverse advisers will help their businesses grow and help them attract new customers.
Data & Research September 18th, 2020 Women’s Retirement Confidence Has Ebbed Since Start of Pandemic A mere 17% of women say they are very confident they will be able to retire comfortably, according to the Transamerica Center for Retirement Studies.
Data & Research August 20th, 2020 GAO Finds Women Anxious About Retirement Security It reports one of the big issues is that women are overrepresented in low wage professions.
Data & Research December 17th, 2018 Asian-Americans Place High Levels of Importance on Financial Goals Prudential Financial looked at the financial health of Asians, Blacks, caregivers, Latinos, LGBTQ Americans and women.