Women & Planning

As droves of women left the workforce last year, those who managed to hold onto their jobs made 84% of what men earned, according to a Pew Research Center report released Tuesday.

To see growth in your clientele as an advisor, here is my list of email marketing trends.

The entrepreneurial culture and meritocracy of the wealth management is what makes this profession unique. But have you ever wondered what we could learn from other industries?

Every aspect of a marriage should be built on mutual trust, love, and respect. But as an attorney, I’ve counseled countless victims of financial abuse who have experienced none of these qualities.

The most consequential program in the financial planning world is being ignored by those to whom it matters most – aspiring advisors and the firms that will benefit from hiring them.

A great advisor has natural comprehension, intuition, empathy, and compassion. That is why women make exceptional financial advisors.

Do I let this go? Do I confront him? What if he makes it seem like I was the one who was guilty of the misunderstanding?

Whether your planning approach involves three, five or seven pillars, it is likely you are missing the top financial concern for Americans: health care.

Fear of rejection ranks high, but there’s more than one way to get referrals.

I am one of five partners at an advisory firm and the only female. I get paraded out whenever there are important prospects or firm-wide client events.

Joe Biden took the riskiest step of his presidency with a call for higher taxes on the wealthy to fund a massive investment in the nation’s social safety net, betting he could sell the American public on sweeping change following a pandemic that exacerbated economic and social divides.

I have paid close attention to the lack of simplicity in the lives of my advisor clients and those around me for more than two decades.

U.S. college enrollment dropped to the lowest level in almost two decades last year, as the pandemic shut down schools and persuaded students to put their academic plans on hold rather than pay large sums to attend online-only classes.

As the pandemic slammed the Black community and amplified the conversation around racism in America, the economics profession grappled with an uncomfortable truth: that its historical roots and practices today are mired in systemic racial bias.

Our nation’s major divisions are wealth and health inequality. Protracting both divisions are voters who want more benefits or lower taxes. I offer actuarially based solutions to both inequalities.

A string of recent court decisions have accepted sex-based discrimination claims by male students after their schools sanctioned them for harassment or assault, potentially complicating plans for a complete overhaul of former Education Secretary Betsy DeVos’s campus sexual misconduct regulations.

There’s a single question that nobody asks. It’s one that unlocks immense value not just for your brand, but also for the entirety of your business.

Standard neoclassical economics is a failure and is driving many of the crises facing our world.

A woman to whom I was referred because she is facing a nasty divorce turns out to be a close acquaintance of mine.

New research shows that hedge funds that proclaim to adhere to socially responsible investment principles fail to follow through on that commitment and they deliver inferior performance results. The same is true of institutional funds, although the evidence is weaker.

When it comes to investments, economic growth, and entrepreneurship, women remain structurally excluded from high-level participation compared to men.

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.