Tag: Career

What Is Too Few?

In the aftermath of the Aon–Willis Towers Watson merger deal falling apart, it might be time to reflect on the industry.

Career Mentor or Advocate?

Underrepresented groups are advancing in financial services, but what helps the most is having a workplace advocate—someone to champion their abilities when they’re not in the room.

A Timely Discussion With the CFP Board

Kim Hayes, who serves as a director for the CFP Board, talked with PLANADVISER about adviser industry turnover, the need to improve diversity and the opportunities afforded by professional certifications.

Antitrust Issues Scuttled Aon-WTW Combo. What Comes Next?

Regulators cited the elimination of competition in filing a civil lawsuit to halt the union of Aon and Willis Towers Watson. As significant consolidation occurs across the financial services industry, some wonder whether similar issues could arise again.

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.