This behavioral pattern can thwart daily productivity, pause career growth and prevent leaders from knowing their true worth.
Millennials are the most optimistic generation, with nearly half saying their quality of life is better or much better over the previous year, study finds.
The CFP Board also touts last year's growth in Black and Hispanic mark holders, who still represent a small fraction of the CFP population.
Klein Financial Advisors, a Newport Beach, California-based RIA, has a strong emphasis on serving women.
Anne Simpson developed and executed the sustainability investment strategy for the giant California pension plan.
Elliott, president of Grid 202 Partners, an RIA in Washington, D.C., takes on the role as the organization has been promoting diversity in the financial advice profession.
Nancy Davis has made a splash with IVOL, an actively managed exchange-traded fund that lets investors bet on inflation and interest-rate volatility.
November is National Family Caregivers Month, celebrating the more than 53 million people in the U.S. who currently provide unpaid care to a relative or friend.
Women going through a difficult life transition, such as a divorce, often want to turn to other women for financial advice, said Stacy Francis, chief executive of Francis Financial.
When advisers are looking for growth, they should embrace those 'touchy-feely' conversations some may not value, say panelists at the Women Adviser Summit.
The woman-led management team retains a majority stake in the firm, while investor Abry Partners is exiting.
Sam Cone, Jessica McNamee and Grace Yung are joining the group, whose members have diverse backgrounds and specialties.
'Ask a lot of open-ended questions,' one adviser said at the IN Women Adviser Summit in Naples, Fla. 'Let them tell you how they feel.' Another encouraged exploring clients' 'transitions, milestones, peaks and pits.'
Sponsorship is a necessary step for the financial services profession to become more diverse and inclusive to the next generation.
What started out as a networking group became a driver for changes that advocated for women in the industry.
'The future is comprehensive financial planning,' Rose Palazzo says, and she hopes to be at the forefront of that shift as the new head of MoneyGuide.
Asset management is the ultimate meritocracy, and the sky is the limit for what a woman can achieve, even though it's a male-dominated industry.
This year's awards recognized 13 winners in categories such as Advocate of the Year, Outstanding Leader of the Year and ESG Investment Manager of the Year.
Geeta Aiyer has dedicated her career and personal passion to using finance to support social good via ESG and impact investing.
Women's longer life expectancies and the likelihood that most will spend their final years on their own indicate the need to take more risk with their retirement portfolios. Unfortunately, most female investors do the opposite.
