Five Reasons Women Are Taking The Lead In Financial Planning
Below is an excerpt from a Forbes article. This article discusses the upward swing in women making financial decisions. While historically men have been the ones making financial planning decisions, both in terms of their careers and their own households, education and the growing number of financial resources have contributed to statistics that show more women are making financial decisions, and good ones at that. Several differences between the genders, including emotional intelligence, are cited as reasons women are poised to continue to hold a strong upward career trajectory as financial advisors.
Stereotypically and historically, finances — in terms of planning for and providing money — had been the job of the man. Well, data shows that this trend is not just reversing — the pendulum has actually swung the other way, and it’s happening very quickly. Now, as a private client wealth manager, I’m noticing more than ever the need to plan specifically for women.
March is Women’s History Month
Happy Women’s History Month! Women make history everyday of every month. Declared in March 1987, Women’s History Month has been designated worldwide to highlight those who have broken barriers and changed the course of history. It is also recognized in March to create...
Trailblazers of Finance – Ronald H. Brown
Ronald H. Brown was the the first black commerce secretary and chairman of the Democratic National Committee. Brown was born in Washington, D.C., and raised by middle-class parents in New York City’s Harlem neighborhood. His father managed the Theresa Hotel in...
Trailblazers of Finance – Maggie Lena Walker
Maggie Lena Walker was the first women and first African American to charter a U.S. bank - St. Luke Penny Savings Bank in 1903. Maggie was born into poverty on July 15, 1864, in Richmond, Virginia, to parents who worked in the mansion of the abolitionist...
Envestnet Institute On Campus Recognized by Money Management Institute’s Opening Doors Breaking Barriers Award
Feb. 16, 2022 We are honored to announce that we won the Money Management Institute’s Opening Doors Breaking Barriers Award! This award recognizes the demonstrable progress in diversity, equity, and inclusion through leadership, innovation, and deep, proactive...
Trailblazers of Finance – Azie Taylor Morton
Azie Taylor Morton is distinguished as the first and only African American ever to hold the post of Treasurer of the United States. She was born in Dale, TX on a small farm. During her youth, she worked in the cotton fields. There was no high school for...
- Hear From An EIOC Graduate - August 15, 2018
- Hear From An EIOC Graduate - August 15, 2018
- Hear From An EIOC Graduate - August 15, 2018