Investment teams in the highest quartile for gender diversity outperformed others by 45 basis points, according to Willis Towers Watson.
Several unique elements affect women advisors' planning, including a greater focus on the established relationships between staff and clients and on the maintenance of culture within their practice.
More than 40% of women believe the US is currently in a financial crisis, with another 24% believing that it is nearing one, according to a Nationwide survey.
Su, who would become the first Asian American Cabinet secretary in Biden’s administration, would replace Marty Walsh.
For the last six years, Lindsay Hans has headed Merrill's Northeast and Mid Atlantic Divisions. She succeeds Don Plaus, who's retiring.
New and expanding programs are crafting on-ramps for traditionally underrepresented investors to the world of private equity and venture capital.
The fund aims to invest in companies that help improve the quality of life for women.
Universities spark enthusiasm among Black students for advisory careers with pragmatic pitches.
Jeanne Eisele, Mary Gilbert and Leanne Gray operate as Anchor Financial in Linwood, New Jersey.
Counting the number of women leading a company is harder than it looks, which complicates investors' ability to achieve gender-correlated returns.
A young financial planner cites the benefits of having a supportive team and the fascination of learning about financial planning's emotional and psychological side.
Native Americans are gaining economic muscle, and that expands horizons for investors and advisors who want to be part of their rise.
A new report from Nationwide shows 62% of women are putting off retirement or don’t believe they will ever retire due to inflation, compared to 47% of men.
The CFP Board also reports all-time highs in the number of new women and racially diverse CFPs.
With an assist from the Lucy Shair Foundation, Valerie Rivera aims to serve clients who are the first in their families to rise to the professional class.
What women need is richer context about the implications of financial decisions and what they are truly trading.
The firm, led by Kimberly Foss, manages $250 million, and is the 15th woman-owned firm Mercer has purchased since 2016.
Hypatia Women CEO ETF leverages the logic that female executives represent a rare level of excellence when it comes to leadership and management skills.
Philanthropic goals are prompting women to become more involved in family asset management.
It's up to the industry to explain to potential recruits how advisors make a living.
