Women in Planning

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Raymond James Appoints Women Advisors Leader

by FA Staff

Michelle Lynch becomes director of Raymond James Network for Women.

News From the Retirement Symposium: Panelists Tell Advisors They Can Be Crucial To Improving Retirement Security

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Many Americans don't have enough money for the kind of retirement they would like, but advisors can use new strategies to help improve clients' later years, panelists said at FA's retirement...

FPA Diversity Scholarship Winner Announced

by FA Staff

Bhumi Shah has been named the Financial Planning Association’s diversity scholarship recipient for its 2015 retreat.

Women As Conservative Investors Called A 'Myth'

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Advisors should be careful not to over-generalize about younger investors and women clients, but nevertheless have to be attuned to what these investors need, speakers at Financial Advisor magazine's...

How To Attract Women To The Advisory Field

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The inaugural Invest in Women conference, sponsored by Financial Advisor magazine, opened Monday in Las Vegas with some spirited discussion about what it will take to get more women into the advisory...

Advisor Gets Chance To Live Because Of Co-Workers' Extraordinary Efforts

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A 48-year-old co-founder and managing director of an RIA firm is scheduled to receive a bone marrow transplant that may save his life.

Women Saving Less For Retirement Than Men, Study Says

by FA Staff

Fewer women than men are saving for retirement, and those that are have less than half the savings of men, according to BlackRock’s annual Global Investor Pulse Survey.

Can’t Get A Date? Power Babes Tell You Why

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“Annual reviews” have become canned and uninteresting. Here are five reasons women might really want to attend one, says Gail Graham of United Capital.

McGinnis Insists AIG Recruiters Consider As Many Women As Men For FAs

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That's one of the efforts AIG execs are undertaking to increase the number of advisors who are women.

ETF Group Ringing Exchange Bells Around World To Honor International Women's Day

by FA Staff

Women In ETFs has partnered with exchanges in New York, Chicago, Paris, London, Frankfurt, Hong Kong, Zurich and Sydney to honor International Women’s Day on March 8.

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