Tag: Career

How Leaders Are Addressing the Adviser Gender Gap

Although they make up more than half the population, currently less than 20% of financial advisers are women. This raises the question of just what is so unwelcoming about the advisory business.

Benefits for an Uncommon Group

The adviser industry must evolve to effectively serve the gig workforce—a growing segment of employees who need help with financial planning and with saving for retirement.

An Age-Old Problem

Advisers often disregard life expectancy when designing financial plans.

New WIPN Research Compares ‘Advocates’ and ‘Mentors’

Mentors are like gurus—they are critical sources of information and inspiration—but the group says a true workplace ‘advocate’ can do a lot more to help people from underrepresented groups succeed in the financial services industry.

Lessons in Building Talented Teams

In a dialogue with PLANADVISER, Dominique Henderson, founder of an adviser mentorship program called JumpStart, reflected on his own entrance into this industry and helping others find their ‘why, who and how.’