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.
RIAs need to find universities that offer financial planning programs and sponsor or host events, advisor suggests.
The leading wealth tech provider is helping more advisors access active ETF models through its exclusive partnership.
Case of once-wealthy family highlights risks, raises questions on firms' duties to sophisticated investors suffering cognitive decline.
“The evidence in this case was overwhelming,” says an attorney.
The move marks the culmination of a decade-long journey for the new leader at the Ohio-based RIA and Natixis affiliate firm.
Uncover the key initiatives behind Destiny Wealth Partners’ success and how it became one of the fastest growing fee-only RIAs.
Key insights from Gabriel Garcia on adapting to demographic shifts and enhancing client experience in a changing market
