Crewe Advisors is working to increase female representation in the industry.
AmeriFlex is aiming to reach gender parity among its partner advisors.
How the industry can evolve and let females move up the ladder, according to the Carson Group.
A panel of financial industry professionals said advisors need to get out of their comfort zone when hiring.
Advisors need to understand the needs of women and young investors to retain assets, a company report says.
A company survey found that unmarried women were the most concerned about their finances.
A company survey found that couples with an advisor were more honest with each other about finances.
Lenders need to redesign their practices to give more consideration to small borrowers, especially women.
This is how the industry can evolve and let females move up the ladder, says the Carson Group.
A dozen financial advisors and investment managers made the Newsweek list.
All marriages end, and advisors need special skills for guiding newly single clients.
People are afraid the program will run out of funds, but they risk a 50% cut in benefits if they take money out early, says this expert.
The advisory business at this moment in time is in the midst of structural and generational change.
Advisors who ask clients this question could transform their practices.
Women have ceded some senior-level positions after years of seeing their numbers increase.
A Fed study found people who have never married have significantly less wealth than married people.
Shannon McLay decided early in her career that the size of her clients' bank accounts didn't matter.
All marriages end, and advisors need special skills for guiding newly single clients.
The Chicago-based firm hopes having a clinical psychologist will help clients deal with difficult situations.
A panel of financial industry professionals said advisors need to get out of their comfort zone when hiring.