Use precise geolocation data. Actively scan device characteristics for identification. Store and/or access information on a ...

With that in mind, and this being “Women’s History Month,” InvestmentNews reached out to four female financial advisors to ...

The credential-granting body for planners is launching a multi-year strategy that includes research, industry partnerships, ...

Speak directly to women,” says Mitzie Hunter, president and chief executive officer of the Canadian Women’s Foundation, when ...

Caregiving commitments are forcing women of all generations to make difficult decisions between family obligations and career ...

The next wave of growth in wealth management is women. Advisers need to learn to meet their needs, author says.

Called Accelerate & WIN, the initiative includes a number of educatio and research programs designed to increase the presence and leadership of female CFP planners. the board said. Women currently ...

Roughly $54 trillion will go to surviving spouses — a shift also referred to as the “horizontal wealth transfer.” ...

Susan Bailey, Jennifer Lucovich, Jennifer Pope, named to Forbes Top Women Wealth Advisors Best-In-State 2025 list ...

While women have made significant strides in economic power, challenges remain in their path to financial security.

Building trust with women clients is particularly important, in part because they may be less knowledgeable about finances, she said. “Research has shown that women can trust their advisor but still ...