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...
Tag: women advisers
Prime Capital Announces Scholarship Fund Encouraging Women to Work in Finance
The program aims to support diversity in the financial services industry.
Mentorship Can Provide Clear Benefits for Women in Retirement Sector
OneAmerica experts said women in the retirement profession can find valuable relationships with both female and male mentors.
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...
Breaking Barriers: Reimagining How to Attract, Retain Women in Finance
It’s a well-known and widely discussed fact: Women are significantly underrepresented in the financial adviser community. How can we change...
Women in Retirement Industry Face Dual Pressure
Respondents to WIPN study reported employer support and flexible schedules available for caregivers, but three in 10 women said caregiving...
Investment Product and Service Launches
Alight expands financial wellness platform to include family members; C2P Enterprises announces women’s program; Equitable enhances buffered annuity suites; and...
Practice Management / Cover Story
Narrowing the Gender Gap
What will it take to attract more women to plan advisory work, and for them to stick with it as...
Record Diversity Additions and Scholarship Awards for CFP Board
The increase in gender and racial diversity among CFP professionals supports the board’s goal of increasing public access to competent and ethical financial planning.
Women in C-Suite Roles Remain Scarce, Even as More Enter Financial Services
Firms must take concerted action to prepare, train and promote more women to senior leadership roles.
Practice Management
To Surmount the Gender Gap
The financial adviser industry works to change with the times.
Female Advisers Say Women Are Underserved
Three quarters of women under 40 do not have a financial adviser.