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Nationwide found that women struggle to understand what to do with their savings once they hit retirement.
April 8 -
Recruiting female athletic talent can help secure the short- and long-term health of wealth management, writes a Morgan Stanley executive who is a former equestrian.
March 25
Morgan Stanley Wealth Management -
Single women are poised to gain trillions of dollars in wealth by the end of the decade. Here's what financial advisors need to know about working with them.
March 8 -
Women lag behind men when it comes to their retirement savings, and they’ll need those funds for a longer period of time. TIAA Institute’s managing director shares what employers — and the government — can do to help.
July 25 -
In conversation with Patti Cook, CEO of Finance of America Companies
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Join Maggie Kimberl, President of the Bourbon Women Association for a peek behind the scenes of the bourbon industry. Learn more about the women that are rising in the male-dominated spirits sector, the proper bourbon tasting technique and a little bit of the history of bourbon.
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What else do banks need to do to achieve gender parity more quickly? What are the tech innovations that will be most impactful for the banking industry? What will the surviving banks look like a decade from now?
January 18 -
Two representatives in a New Jersey office made lewd comments and created a hostile work environment, the former employee says.
June 11 -
Almost nine in 10 estate planners say women clients either lost their jobs, had their salaries cut or left the workforce during the pandemic, a study shows.
June 3 -
After appointing the committee and starting a new conference series, co-chairs Fanci Worthington and Stephen Oliver are asking all advisors to get involved.
April 22 -
Amanda Daugherty accused the wealth manager of gender-based discrimination and unlawful termination.
April 8 -
The principal for operations and strategy of an independent research firm explains the range of available products and ESG data.
April 7 -
The update is a step forward to being more inclusive of individuals who don’t identify as male or female.
April 5 -
Impact investment manager Rachel Robasciotti and other advocates say the private proceedings are harmful to victims and helpful to firms protecting serial harassers.
March 29 -
Environmental, Social, and Governance (ESG) principles have moved from nice-to-have to business critical. Hear how Citi is facilitating and driving change.
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The systems are expected to be updated by the end of April, following calls from financial advisors on social media to make a change.
January 29 -
Homogeneous industries and male executives are the primary target clients of the new consultancy, Kathleen Zemaitis says.
December 9 -
Disclosing such information is rare in wealth management, but long overdue, says Andy Sieg.
November 19 -
Here’s how RIAs are falling short in their support for pregnant and new mothers and what they can do to change it, according to advisor Rianka Dorsainvil.
October 21
2050 Wealth Partners -
Jane Fraser, President of Citigroup and CEO of Global Consumer Bank, shares her thoughts on becoming the firm’s next CEO, expresses her gratitude for the outpouring of support she’s received, and pays homage to all the women who have paved the path before her.
October 16
















