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As millennial and Gen-Z women take more control of their own finances and those of their families, they’re becoming less tolerant of bias, research found.
August 26 -
Increasing Black representation poses challenges that adding women may not: Most women elected to boards had professional connections with the white men who still dominate boardrooms.
August 19 -
The largest percentage of women advisors for any single firm rose from the previous year, but the available numbers paint a stark picture.
July 6 -
In a still male-dominated industry, does the network help attract and keep more women at the firm? CEO Shirl Penney says yes and has the results to prove it.
May 11 -
Many of the executives selected this year say the industry’s future may lie in its sudden change to a fully virtual business model.
May 1 -
“I don’t think the volatility will be over until we’re finished with this virus,” one RIA says.
March 19 -
Financial advisor Alex Chalekian started out his career with a mentor “who was not the nicest person.” Ever since, he has wanted to serve as a resource to fellow planners, he explains in an episode of Financial Planning’s Invest Podcast.
March 12 -
Finding the right collaborator changed my life.
March 11 -
Almost 50% associate negative emotions with the practice. Here’s how planners can help.
March 5 -
Finally, I was able to talk openly about how financial services can be more inclusive of women and people of color. But did I have to leave to do so?
March 4Solutions With Sonya