LATEST NEWS
What is affecting women in financial planning and beyond – we look into the news of today and find out how we can do better particularly in creating a more equitable environment for women to help women in particular, and to ensure a world where better financial literacy helps everyone.
Unique roles present distinctive opportunities for women in advice
Women who joined the financial advice profession believe it is more than about giving advice with – some pursuing different business models that prioritise financial outcomes for women. The Women in Financial Advice series, hosted by Professional Planner in...
Unleashing the power of female collaboration
Greater promotion of advice to young people, a pathway for international students to work in Australia and more flexibility in the way ASIC licences advisers wanting time off are three ways to attract more advisers to the profession, and advice can be made a more...
Flexibility should be front and centre to entice women to advice
Flexibility needs to be front and centre to attract women to the profession, according to a panel discussion. A BT-hosted morning tea celebrating International Women’s Day heard during a panel discussion that part of what is holding back gender equity in advice is the...
Female financial adviser numbers hit stagnation
Women still account for less than one-quarter of the Australian financial advice profession, having seen no growth in the past 12 months. Wealth Data analysis demonstrates that just 22 per cent of all financial advisers on the ASIC Financial Advisers Register (FAR)...
I’d rather sit down with a female financial planner
If most of Australia’s top-performing financial planners are men, then why is it that I’d still prefer to work with a female adviser? When it comes to making money, most of us want the best. It’s a bit like going to a heart surgeon – performance and track record are...
Women become the focus of this team
Carolyn O’Reilly is a financial adviser at Perpetual Private which, late last year, launched its “Advice for women, by women” initiative. She is one of seven female advisers who are dedicated to building a supportive and inclusive environment for female clients to...
Gender equality progress strengthens but uncertainty presents challenges
The latest scorecard on financial gender equality in Australia, the Financy Women's Index (FWX), has recorded the strongest annual progress since December 2021, with Australia's journey to equality gaining momentum in 2024 despite an uncertain outlook. The FWX score...
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