Women Sidelined by Finance
4 Eye-Opening Stats on Women and Financial Advisors
72 % of financial advisors in the industry are men
A workforce this male-dominated leaves few perspectives that reflect women’s experiences, increasing the risk of blind spots in advice…
Ladies, It’s Time to Take the Financial Wheel: Closing the Investment Gender Gap
Despite women controlling over half of personal wealth in the U.S., many still feel sidelined by the financial industry. A 2019 study by New York Life Investments revealed that 40% of women…
Empowered and Sandwiched: Navigating Wealth and Caregiving
As women increasingly find themselves in the “sandwich generation”—simultaneously supporting aging parents and their own children—they’re also poised to inherit…
Ignored, Misunderstood, and Moving On: Why Women Are Ditching Their Advisors
Many women find themselves dissatisfied with their financial advisors, especially after significant life events like the death of a spouse or a divorce…
Quick Checklist: How to Exit Your Financial Advisor (Without Drama)
Want to make leaving your financial advisor simple and stress-free? Here’s your 1-minute checklist…
Quick Tool: 10-Question Financial Well-Being Quiz (Quick and Easy)
Need a fast pulse-check on your money health? The CFPB’s Financial Well-Being Quiz…..
Smart Financial Planning Tools for Life Transitions and Future Goals
Copy‑and‑Paste Email Templates: How To Make Your Advisor Proactive About Your Goals
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