But older women are more willing to seek financial planning help than men, according to a survey by The American College of Financial Services.
Financial professionals holding the certified financial planner designation hit an all-time high in 2020. The number of women with CFPs increased by 3.1%, to 20,633, and the number of Black and Hispanic CFPs rose to a total of 3,688, a 12.6% increase over 2019. Blacks and Hispanics still represent just a fraction of CFPs.
McGee Wealth Management, a Portland, Oregon-based firm with 800 clients and $815 million in assets under management, is leveraging the sale for succession planning.
It is acquiring woman-led Atlanta Financial Associates, which has $815 million under management
Firm veteran Mandell Crawley takes new job; Elizabeth Dennis will succeed him as head of private wealth management
Taking time off to have a child, care for a family member or provide home schooling amid the pandemic can derail a career in finance.
The demographic started investing to capitalize on this year’s market volatility, but financial advice did not fit their needs, according to new research
Female-led fintechs use digital platforms to curate content and tools aimed at deconstructing systemic issues that have kept women from investing
According to a new InvestmentNews Research survey, women were twice as likely to be working longer hours than a year ago
You can call it self-doubt, lack of confidence or — as RuPaul would put it — your 'inner saboteur'
I haven’t been on a plane for months, but remember the many times flight attendants tell us to 'put your mask on before helping others'
Gender lens investing is poised to give advisers an edge as ESG assets soar, but there are certain steps they need to take. Read on to find out more
InvestmentNews' 2019 Women to Watch honored for their successes and support of other women
$785 million Denver-based Shine Wealth Partners will rebrand as Captrust
Rianka Dorsainvil celebrating the VP-elect's firsts and remembering her own
Ingrained perceptions and stereotypes about women and investing are only exacerbated by the realities of COVID-19
Trends and technology poised to give female advisers a competitive advantage, presented at the InvestmentNews Women Adviser Summit
CI Financial adds Houston's Stavis & Cohen, bringing its US advisory assets to $13 billion
The Ellevest CEO is using her tech to help women who have been disproportionately impacted by the pandemic
The $100,000 fine the SEC imposed on a wealth management firm related to its employees’ text messages shows the need for caution in this area
