Browsing Tag
401(k) Female Advisors
14 posts
Corporate Roundup: C2P Enterprises Launches Women Advisory Program, RBC C&C Hires Vestwell
Holding company C2P Enterprises launches ‘A Woman’s Clarity’ program dedicated to women financial advisors, RBC Clearing & Custody hires Vestwell as their small plan provider, and more
Women Advisors Prioritize Helping People Over Compensation
Understanding motivations, hurdles and success factors key to recruiting and retention, finds new survey and whitepaper from OneAmerica
WIPN Launches Major Women’s Mental, Physical Wellness Initiative
Women have disproportionately felt the impact of burnout in the workplace. WIPN aims to do something about it
10 Best and Worst Cities for Working Women
Denver jumped from fourth in 2020 to second
New Research on Attitudes, Behaviors of Women in the Retirement Industry
Connections do in fact yield new opportunities, demonstrated by the finding that networking helped one in three female…
Fisher Under Fire: Fidelity Reviews $500 Million Relationship
Fidelity Investments, the nation’s largest recordkeeper, said Tuesday that it was reviewing its relationship with money manager Ken…
Ken Fisher Fallout Comes Fast and Furious
Update: Michigan will divest $600 million of its pension fund from Fisher Investments after CEO Ken Fisher allegedly…
‘New’ Podcast Highlights Female Innovators in Financial Services
Leave it to a marketing maven to hit upon a really great podcast title—Women Rocking Wall Street. In…
NAPA Unveils 2018 Top Women Advisors
Congratulations are in order for a standout group of female retirement professionals. The National Association of Plan Advisors…
If Female Advisors Won’t Attract More Female Clients, What Will?
Women are handling the money in more than half of American households. Yet, around the same amount don’t…