Women & Planning

The Biden administration’s efforts to tackle the COVID-19 pandemic, promote racial equity, and address climate change may well continue this momentum, creating powerful incentives for companies to do the right thing by the environment and their stakeholders.

There is a recipe for advisory success, but it looks more like one for chili than for a cake. In other words, advising is more cooking than baking.

Wall Street’s most bullish economic forecasts hang on a simple prediction: everybody will flood back soon to their local gyms, bars and yoga studios as if the pandemic was in the past.

Increased marital stress is highlighting the financial challenges divorce brings, especially to women.

I will break down the levels of a standard marketing funnel and provide specific steps that financial advisors can take to create their own.

Jerome Powell enters the final year of his term as Federal Reserve chair enjoying the support of labor unions with influence in Joe Biden’s White House, an advantage as the administration prepares to decide later this year whether to reappoint the central bank chief.

In this strange college admissions season, fewer high schoolers are turning in that dreaded number, their SAT score.

We can learn valuable lessons from T.J. Ducklo’s written apology.

Federal Reserve Chair Jerome Powell said the U.S. job market remains a long way from a full recovery and called on both lawmakers and the private sector to support workers.

The customary Valentine’s Day activities ignore the real issues many relationships face.

Powerful demographic trends will cause higher inflation and interest rates, and a reduction in inequality as labor reclaims its bargaining power in the global economy.

While your chances of winning an argument on any given topic are slim, there’s one situation where it’s non-existent. That’s when you’re confronted with a high-conflict personality.

Jerome Powell doesn’t want to talk about scaling back massive Federal Reserve asset purchases -- at least not yet -- but it’s only a question of time before the discussion resumes and that might not be a bad thing.

Malkiel and other detractors who claim ESG is a fad are missing a key element in their arguments, namely that companies are incorporating sustainability into their operations both in response to – and increasingly quite apart from – the ESG investing trend.

The purpose of the Constitutional gold standard was to establish a reference point against which the prices of credits and commodities were set by the open exchange of bank notes and other promises to pay money.

It has been my tradition to informally rate the investment-related books I read in the past year. I have also included some novels and books of general interest. Here is my list of winners and losers.

I’m going to help you get your financial advisory firm’s content strategy off the ground with a few basic steps.

Janet Yellen invoked an enduring era of low interest rates in delivering the Biden administration’s opening argument to lawmakers for its $1.9 trillion Covid-19 relief proposal.

Donald Trump departs Washington on Wednesday with Americans more politically divided and more likely to be out of work than when he arrived, while awaiting trial for his second impeachment -- an ignominious end to one of the most turbulent presidencies in American history.

Janet Yellen encountered early Republican resistance to President-elect Joe Biden’s $1.9 trillion Covid-19 relief plan in her confirmation hearing to become Treasury secretary Tuesday, as she sought backing for what she described as vital support for the economy.

The B corp certification, which started in 2006, recognizes for-profit companies that use business as a force for good.

President-elect Joe Biden’s $1.9 trillion Covid-19 relief plan is designed to both pump money into the economy and contain the coronavirus pandemic.

America’s population is growing at the slowest rate since World War II, threatening to undermine demand and investment in the economy, according to a new blog post from the St. Louis Federal Reserve.

Doubling the size of an investment advisory firm is hard even without a pandemic. But Dave Welling, the chief executive officer of Mercer Advisors and this week’s guest on the Masters in Business podcast, did it.

In the coming decades, a Great Wealth Transfer will be upon us. Gen Xers and Millennials are expected to inherit trillions of dollars. Some estimates say as much as $68 trillion will be passed down from Baby Boomers.

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.

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!

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.

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.

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

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.