Selecting Child Care: An Underwriter’s Perspective
After being out of the office for a few months on maternity leave, it was time to put down my diaper bag and pick up my briefcase. Then I had to start evaluating my options for child care.
Where Are All the Women?
Advisors who struggle to serve female clients should look to their own firm for why.
Don’t You Worry Your Pretty Little Head
I watch “Mad Men” as much for the anthropological intrigue as I do the storyline. The treatment of women in the workplace, of course, seems offensively quaint. Fast-forward 50 years and they’re exacting their (well-deserved) revenge.
Room to Grow: How Advisors’ Approach to Women Might Hurt Their Business
Since word got out on the street that women are the demographic du jour, financial advisory firms, large and small, have been making a dedicated and concerted—aggressive, even—effort to cultivate a female clientele.
Women’s Work: Women’s Role in the Industry
The future of the financial services industry, as it seeks to better itself in an ever-changing regulatory landscape, could hinge on a resource that is already present but largely ignored: women.
Embrace Selfishness for Success, Women Advisory Firm Owners
Women can be great advisors, but we also come with our own set of challenges that can create conflicts as business owners.
Insurance Issues Not So Simple for Women
Your female clients pay as much as 30% more for disability insurance than your male clients, and gender-specific pricing is nearly here for LTC coverage.
The Women Leading the Fiduciary Charge
Phyllis Borzi and Mary Jo White are two tough ladies with two tough jobs.
Bag-Lady Specter Haunts Even Savvy Women’s Retirement
Despite the fact that more women have significantly boosted their financial savvy and become “women of influence” since the financial crisis, they still worry at similar rates to other women that they’ll run out of money in retirement and become bag ladies, according to a survey by Allianz Life.
Remembering Lucretia Mott: Where Women in Financial Services Stand Now
While women in America continue to be underestimated and underappreciated, those in the workplace—especially in financial services—are now in the unique position of calling the shots.