Work-life balance is a top factor that makes women in the retirement business feel successful at work, but it’s also an area with low satisfaction, according to a survey conducted by WIPN, an organization advancing equity and opportunity for women in the retirement industry.
Other problem areas the survey uncovered include compensation and inclusion. Over half of those surveyed believe their compensation has not kept pace with their experience and responsibilities, and one in five of the women of color surveyed consider leaving their employer due to company culture.
“A bright spot in the survey is around the importance of mentorship and how seven in ten women feel it played a role in getting to their current level of career achievement,” said WIPN President Jennifer Norr.
Based in Owatonna, Minnesota, WIPN — an acronym for WE Inspire. Promote. Network. — has more than 1,400 members and 32 local chapters nationwide.
Meanwhile, DPL Financial Partners adds two annuity executives and Prime Capital Financial hires a Mid-Atlantic retirement plan consultant
Andrew Komarow pleaded guilty Thursday in federal court in Hartford to defrauding three financial services companies of close to $3.3 million.
Elsewhere, Cetera picks up a $210 million Connecticut team from MML, while Wells Fargo FiNet adds a San Diego family practice from LPL
Celebrity endorsements, $500M in claimed assets, and a state regulator stepping in.
“We needed to become a more agile and efficient organization,” said American Express CEO Stephen Squeri.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
