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Women & Planning

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U.S. Women Now Make As Much Or More Than Men In Half Of Marriages

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College-educated and Black women are more likely to out-earn their husbands.

Women Working With Advisors Have Greater Retirement Confidence, LIMRA Says

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Forty percent of women who work with a financial professional feel very prepared for retirement.

Women Still The Driving Force Of Post-Covid Entrepreneurs, Survey Says

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Women are also more likely to say their business has done better than expected.

Jackson Revamps Efforts To Aid Women's Retirement Saving

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Jackson National Life is refocusing its “Investing in You Campaign” that targets women looking to plan for their retirement.

CFP Center Creates Women's Scholarship

by FA Staff

The WIN program and scholarship were created to draw more women into the profession, the center said.

SECURE Act And NextGen Clients Highlighted At Invest In Women

by FA Staff

Retirement income withdrawals and emerging clients will be some of the dominant issues.

How To Meet The Needs Of Women Clients

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When it comes to women clients, most financial planning firms' strategies fall flat.

Women More Likely To Bag $100,000 Jobs Despite Fewer Applications

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Studies have also shown women tend to accept job offers more quickly than men.

Women's Labor Participation Returns To Pre-Covid Levels

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Americans overall returned to the labor force in droves last month.

New Research Aims To Help Women Shatter the Glass Ceiling

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An American College researcher is studying why women have a harder time cracking the C-suite.

How To Bring More Women Into The Financial Planning Conversation

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There's plenty to talk about if an advisor makes the effort to invite female clients in, two J.P. Morgan advisors say.

Financial Planning For Couples Who Totally Disagree

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When a couple's attitude toward their money differ, financial plans often fail. There are ways to restore unity and save the plan.

Why The Ranks Of Women Advisors Are Finally Increasing

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Efforts by the CFP Board and others are finally paying dividends, experts say.

Endowment Pros Look To Funnel Trillions To Diverse Fund Managers

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A group of institutional investors and fintech firm Clade want to increase placements with diverse fund managers.

Men Dropping Out Of The Workforce Could Be Progress

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The fall in male labor force participation has coincided with the rise of female employment.

The Bridge Women Will Cross. And Men Will Jump Off Of.

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It's time for the wealth management industry to recognize the differentiated financial needs and objectives of women.

Where Hiring Women Advisors Is More Than Talk

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Some advisory firms are taking concrete actions to elevate women in the profession.

Hightower Makes Strategic Investment In Bickling Financial

by FA Staff

The family-owned firm was founded by Dorothy Bickling and she now operates it with her two sons.

Women Seen As Benefiting From Pandemic-Era Workplace Changes

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More flexible work hours and remote work options are allowing women to balance their families and careers.

Family Leave Still Out Of Reach For Almost Half Of Workers 30 Years After Landmark Law

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The U.S. is an outlier globally for its lack of paid time off for new parents or illness.

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