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Joanne Cleaver

Joanne Cleaver has covered finance, careers, women’s issues, retirement planning an entrepreneurship for over 40 years for a wide array of national media outlets. She has authored seven nonfiction books, including three on small business growth and, most recently, one on career strategy, The Career Lattice (McGraw Professional, 2012).

Displaying 82 results

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New diversity tools arriving just in time to win the war for talent

Amid the healthy growth in jobs, more resources are becoming available to help employers recruit women and minorities.

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Quotas prove irrelevant as companies diversify boards on their own terms

Peer pressure is accomplishing what quota laws never could, anyway.

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Women give more, differently, sparked by recent upheaval

New research reveals sharp generational differences as women double down on their philanthropic priorities.

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Judge strikes down California board gender quota law

A California law requiring that publicly held companies have a minimum number of women on their boards was struck down on May 13.

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Black investors prefer Black advisers. What happened to being ‘color-blind’?

The Ariel-Schwab Black Investor Survey quantifies a strong preference by Black investors to work with advisers who mirror their identities.

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Infuse meaning in milestones to attract, retain women clients

Many women advisers are uniquely equipped to catalyze clients' values into plans and actions, said speakers at the Women Adviser Summit.

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Momentum continues for SECURE 2.0 legislation

Measures that would build on the SECURE Act's efforts to improve retirement security could run into trouble if consumer advocates zero in on annuity reform.

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New rules make IRAs less useful for transferring wealth: Ed Slott

Doing a Roth conversion is one way to avoid a tax hit later, Slott said, and life insurance is another, often-overlooked tool.

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SECURE Act might unlock work for advisers

New retirees must figure out how to convert their savings to retirement income, and the SECURE Act might mean opportunities for advisers willing to ramp up services to attract them.

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Bob Doll expresses tempered optimism about the rest of the year

Inflation will likely edge down to about 4% as supply chain problems are resolved, while the continued demand for labor will sustain consumer confidence, Crossmark's chief investment officer said.