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Women in Planning Articles
First Allied is expanding its mentoring program to help new women advisors enter the field.
There's still a lack of female executives, even though employees desire a more collaborative and creative style of management women often offer.
The pilot program aims to help address two industry issues: attracting more women into the profession and providing potential successors for retiring advisors.
Former bank executive Sallie Krawcheck said women haven’t climbed Wall Street’s corporate ranks after the 2008 credit crunch because men tend to hire people like themselves when facing a crisis.
Ninety-three percent of women 67 to 80 years old said they would stay with their financial advisor if they became widowed, compared with 78 percent of Gen X women, a Russell Investments study found.
Research will support efforts to draw more women into the financial planning field.
A lot of conventional wisdom about wirehouse advisors, female clients and millennials is wrong and misguides the financial advice industry, Sallie Krawcheck told attendees at the Inside ETFs...
Financial advisors are offering more comprehensive services to cater to the distinct needs of women, among the fast-growing groups of investors.
Having more minority financial advisors would benefit both the financial services firms and the clients, says an Edward Jones survey.
A good partnership with a mentor is reciprocal, collaborative and comfortable.
Financial Advisor Blogs
Portfolio Manager Insights
Online wealth managers might be seen as competition, but they also present advisors with opportunities. + Read more
Once you establish trust with clients, they may turn to you to help see things from a different perspective and help them resolve moral dilemmas, says columnist and advisor Robert Laura. + Read more