Women & Planning

An Amazon.com Inc. institutional investor is pushing the world’s largest online retailer to conduct an audit on racism and diversity. Three other shareholders want Amazon to name a worker to its board.

Critics say it lacks both ambition and teeth.

Citigroup Inc. promoted 70 women in its latest class of managing directors, the most ever but still less than a third of the total.

From global responses to local lockdowns, we all witnessed dramatic changes in 2020.

As the sun sets on one of the most challenging years in memory, many healthcare systems and other types of non-profits find themselves in starkly different financial situations than they were at the start of the year.

Real estate is no exception to COVID-19’s disruptions, accelerating trends, and shifting how we live, consume, and work.

In the past, I’ve written about how to brand and market your firm. Today, I’m taking a different tack. How do you brand … yourself?

For decades, the attitude of unions and their advocates to increased automation could be summed up in one word: no. They feared that every time a machine was slipped into the workflow, a laborer lost a job.

As devastating financially as a frivolous lawsuit may be to one’s wealth, it’s nowhere near what I consider the number-one destroyer of financial wealth – divorce.

As we complete another round of annual election period craziness in Medicare, it’s time to pause, reflect and figure out what in the heck to help you all with next year!

Brexit negotiations had another unproductive week. Parcel shipping volumes are breaking records. And when and why might the Fed alter its asset purchases?

Whether you’re looking to dust off your CRM software and learn to better use its features, or you’re looking to make a CRM investment for the first time, here’s what you need to know.

For all the risks of a year-end cooling-off period, emerging-market backers can’t complain about the lie of the land right now.

Will support for ESG investing in the U.S. increase under the administration of President-elect Joe Biden?

Over the last six months, my firm has skewed its portfolio towards defense companies. We have done this intentionally. The world is less safe today than at any time since the Berlin Wall came down.

George Serafeim wants to revolutionize the way businesses calculate their success.

The institutional investor’s role in the effort to combat climate change is misplaced.

Unfortunately, very few professionals are well versed in this highly specialized area of planning. The results of an improperly designed plan can be devastating for beneficiary children with disabilities.

The data used to construct ESG portfolios differs widely among providers, meaning that funds may not be aligned with your clients’ objectives and beliefs.

Harvey Weinstein has tested negative for Covid-19 but his representatives say he’s in “critical” condition.

Here are four habits to incorporate into your daily routine that will trigger referral activity.

A Google employee in a court fight with the search company is trying to block a $310 million settlement to resolve separate litigation over sexual harassment and executive misconduct.

House Speaker Nancy Pelosi faces the imminent challenge of uniting a divided Democratic Party behind President-elect Joe Biden’s agenda without endangering her slim majority in midterm elections two years from now.

Abstract investment themes are much more than entertainment. They’re serious business and have roles to play in portfolios. I share my process for incorporating then into mine.

This short article investigates the rebalancing premium that investors may expect from risk-parity portfolios.

With transformational change likely off the table, healthcare and pharmaceutical companies should be well-positioned to weather the next presidential term.

During the recent Advisor Perspectives Thought Leader Summit, two of the industry’s most respected experts shared their best practices and insights on growing and scaling your business with fintech solutions.

The profession has a diversity and inclusion problem. Look at the speakers pictured on the advertisements for financial planning conferences, and you see white men in business suits with occasional white women.

In an environment where interest rates are low and the risk of higher Treasury yields has risen, Portfolio Managers from Janus Henderson Investors discuss how allocations to AAA rated CLOs may help investors diversify a traditional fixed income portfolio, offering lower volatility, higher credit-quality and less sensitivity to any rise in interest rates.

Want your content to start working harder? Here are three steps to take immediately.

Temporary extra fencing has been erected around the White House, plywood affixed to storefronts in Manhattan and the National Guard put on notice in Portland, Oregon, as U.S. cities braced for possible unrest on election day.

Enjoy Harold Evensky's latest Newsletter.

When clients come to me, 90% of the time they want to be told what to do. They have the will and energy to run at goals but have no idea where to start or how to best get there.

With the economy slowing in September, the battle for a quick rebound may be far from over.

The coronavirus has compressed years of changes into months. It may be the straw that broke an aging, overconfident camel’s back.

As Prime Minister Suga begins his administration, the message is one of continuity, but Abenomics may need a reboot after COVID-19. We examine what Suganomics may mean for Japan.

The Asia Pacific region is likely to see economic output remain below pre-pandemic trends over the medium term, even as China’s recovery leads the rest of the world, according to the International Monetary Fund.

Gender-lens investing is one of the fastest-growing subsets of sustainable or impact investing—and should be of particular interest to you and your clients as you guide them toward their investment goals. Traditionally, gender-lens investing focused on investing in companies with a higher representation of women on their boards or in senior positions. Stopping at representation, however, may not be enough to achieve gender diversity and equality. Here to discuss the full scope of gender-lens investing is Anuradha (“Anu”) Gaggar.

The Dalio Center for Health Justice, a research and advocacy organization, will focus on reducing differences in access to quality health care that overwhelmingly affect communities of color.

In this episode, Clara tells us how she helped blaze the trail for social media’s marriage to financial services—and why she decided to take a break. Plus, advice for other women in the financial services industry on setting goals and defining success.

Companies with a higher presence of female executives have historically rewarded their equity investors with better performance, the firm says.

Gun sales in the US have gone through the roof in 2020, especially since the widespread protests turned violent last spring in many large cities across the US. Over three million more guns have been sold since March than occurred in the same period a year ago.

In his latest memo, Howard Marks walks readers through the unusual characteristics of this year’s economy; the impact of Covid-related monetary and fiscal policy actions, including low interest rates, on today’s markets; and the possible ramifications of the Fed/Treasury’s rescue efforts. What does it all mean for investors who face an environment marked by some of the lowest prospective returns in history?

Record flows to ESG funds means that advisors will have access to better tools to analyze product effectiveness and will be able to construct customized solutions for their clients.

In this episode, George Nichols III, President and CEO of The American College, reflects on a life and career full of firsts, looks forward to a future with more women in the wealth management industry, and gets candid on what the industry can do to address racial inequality in America.

As long-time readers know, I tend to be upbeat about the economy and the stock and bond markets, and that has certainly proven to be the correct position to hold over the last 20-30 years.

Wilmington Trust, the wealth-management arm of M&T Bank Corp., is extending its hiring spree and considering acquisitions of RIAs.

If we do not know how to bounce back from failure or hardship, then we may never achieve the success we seek.

Many of my clients have found success by focusing to serve a particular market or offer specialized services. Here’s why this works.

She is taking a number of steps to position herself more defensively.

Sports betting and financial markets have a lot in common. The wisdom of the crowd is setting prices and the markets are highly efficient, making it difficult to outperform.

U.S. Healthcare Reform Proposals, Childcare Needed to Support Workers, Past U.S. Debt Recovery Won’t Repeat.

They are considering leaving the workforce or scaling back on their career aspirations because of the extra demands created by the Covid-19 pandemic.

Its analysts include a former cancer researcher, artificial intelligence expert, gaming engineer -- even sailboat captain.

It would be correct to say that a number of us have had a little more “alone” time on our hands over the last 6 months and it is also correct to note that the online world provides many chances to waste said time. Which brings me to Mr. T of A-Team fame, who for completely nostalgic and personal family reasons, comes to the fore at particular times with his “I Pity the Fool” meme.

Democrats could sweep the November elections according to many independent polls and political experts. What would that mean for the healthcare and pharmaceutical sectors, which have shown sensitivity to the political landscape?

Investors don’t often pay much attention to corporate culture. But cultural norms can make the difference between success and failure, especially for growth companies.

Ruth Bader Ginsburg devoted much of her career to advancing women’s rights. Despite her heroic efforts to bridge the gender gap, much work remains to be done.

More than half the racial gap in individual stock ownership has disappeared essentially overnight.

Brexit takes an uncertain turn, while the Fed seeks loan borrowers and parents welcome adult children back home.

The COVID-19 pandemic has been devastating for Brazil, but heavy government spending and monetary policy easing have helped bring some stability to the economy.

U.S. workers who are being shepherded back to the office would rather continue doing their jobs from home, at least a few days a week.

Your social network may be an untapped and robust source for uncovering prospects. While you may be suffering from COVID-19 fatigue, we believe prospecting and having introductory conversations about the services you provide could be one of the best uses of your time.

Knowing your client lifetime value is essential, and it can guide the decisions you make in the course of your career.

Here are five biases that may be lurking in your subconscious and influencing the way you assess men and women.

Market crashes, such as we experienced in March at the onset of the pandemic, drive assets to the safe haven of government bonds. But our research shows this flight to safety mindset did not translate to an increase in demand for annuities.

We hear numerous market strategists talk about stocks which are going up because “there is no alternative” to owning them. In the Wall Street vernacular, this goes by the phrase TINA.

Columbia University hired Kim Lew as chief executive of its $11 billion endowment, joining a small group of women to oversee investments at the wealthiest U.S. colleges.

Supply is getting tight. Helium is notoriously difficult and expensive to store, for the very good reason that it escapes every known container over time.

While most people generally understand that the stock market and the economy do not move in lock step, there is still an underlying belief that a strong market reflects a strong economy. But according to that logic, our current economy must be historically strong.

It’s a stunning reversal: Just four years ago, taking a knee effectively ended the career of NFL quarterback Colin Kaepernick.

Although many millennial women’s needs will overlap with their more established counterparts, younger female clients face unique challenges and opportunities. Our complimentary checklist shows how you can guide these clients to become more knowledgeable, empowered, and confident about their financial outlook. Learn more about why millennial women are an emerging clientele, ways advisors can serve them better, and the right questions to ask to encourage independence.

A leading psychologist explains why more women aren’t in leadership roles in financial services.

Bank of America Corp. released data on the racial and gender makeup of its Merrill Lynch Wealth Management unit that shows diversity has increased from five years ago.