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.
By listening for what truly matters and where clients want to make a difference, advisors can avoid politics and help build more personal strategies.
JPMorgan and RBC have also welcomed ex-UBS advisors in Texas, while Steward Partners and SpirePoint make new additions in the Sun Belt.
Counsel representing Lisa Cook argued the president's pattern of publicly blasting the Fed calls the foundation for her firing into question.
The two firms violated the Advisers Act and Reg BI by making misleading statements and failing to disclose conflicts to retail and retirement plan investors, according to the regulator.
Elsewhere, two breakaway teams from Morgan Stanley and Merrill unite to form a $2 billion RIA, while a Texas-based independent merges with a Bay Area advisory practice.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
