Women Redefine Wellness Through Frugality, Planning
Fidelity Investments research reveals women are prioritizing long-term financial security and disciplined money habits amid ongoing economic uncertainty.
Tag: women
High-Earning Women Have Lower Satisfaction with Work Benefits
As women earn more, they also feel their career and family-size options shrink, according to a new study from The...
Caregiving Responsibilities Challenge Women’s Financial Health
Data from the Nationwide Advisor Authority study also highlights a significant gap between advisers’ confidence in their ability to serve...
Finances a Top Source of Stress for Most Women
With uncertainty and financial anxiety on the rise, there is much opportunity for advisers to help women reach financial goals.
Women’s Growing Financial Power Could Reshape Wealth Management, CFP Reports
As women control a greater percentage of assets and take charge of household finances, they are increasingly turning to professional...
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.
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.
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.
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...
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...
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...
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...
Women Who Work With Financial Professionals Feel More Prepared for Retirement
Separately, CFP launches an endowed scholarship to cultivate more female financial advisers.
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.
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.
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...
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.
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.
GAO Finds Women Anxious About Retirement Security
It reports one of the big issues is that women are overrepresented in low wage professions.
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.