Roughly one-third of retail financial assets in the U.S. and Europe are now controlled by women. How much? $60 Trillion!

Looking for a female financial advisor? You're not alone in wanting to diversify your options when it comes to financial guidance. Although the financial advisory field has been traditionally male ...

While the debate continues about whether women investors prefer women advisors, some women—and firms—are taking the initiative by leading the way to what might someday become a female ...

Gender bias in finance affects everyone — from undervalued female advisors to men pressured into risky decisions.

“I find that many female clients are looking to work with women advisors,” Nelson said. The numbers back up her observation. With a McKinsey study projecting that women will control $30 ...

A certified financial planner, Cheng is in an industry where not even one in four advisors — just 23.6% — are female, according to the CFP Board of Standards, which oversees the planner ...

Based on extensive surveys and interviews with women within and outside of Carson’s network, the report shows how accomplished female advisors define success, structure their practices for ...

FLORHAM PARK, NJ, USA, April 2, 2024 /EINPresswire.com/ -- After two decades of no growth of the number of female advisors in the financial industry, one courageous ...

Becoming a successful female financial advisor in today’s male-dominated financial-services industry is not a task for the faint-hearted – it takes hard work, perseverance and always doing ...

Knowing how to optimize an existing network can be especially helpful for female advisors, given that research shows ...