Women in Planning - FA Magazine

Women and Planning

Tuesday, 17 August 2010
Inviting a would-be client for a round of golf is an age-old prospecting technique. But what if the prospect is a woman who is clueless about the sport?

Not Just A ‘Mancession’

Wednesday, 28 July 2010
Although it was reported that more men than women lost jobs by early 2009, there's no doubt women felt the pain of The Great Recession, too. A study shows many more women expect to work longer.

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Bringing Wealthy Women To The Forefront

Friday, 09 July 2010
As women's net worth continues to grow, financial advisors are facing a challenge: How do you serve female clients if there is a male always taking charge of their finances?

Morningstar Conference Panel Discusses Retirement Issues

Friday, 25 June 2010
A financial advisor panel at the Morningstar Investment Conference this week noted many people are retiring with too little in savings considering the current investing environment.

Women Turn Into Breadwinners

Thursday, 17 June 2010
The recession has turned more women into the breadwinners for their families, and that has had a silver lining for some financial advisors.

The Savings Myth

By Roy Diliberto, June 2010 issue
Advisors need to give balanced advice, and for many clients that means encouraging them to enjoy their lives today.

Tall Task

By Evan Simonoff And Eric Rasmussen, June 2010 issue
Building an in-house business consulting group, Derek Bruton is trying to help advisors at LPL adapt to the Darwinian
business climate.

Merrill Lynch Targets Values Investing

By Marla Brill, June 2010 issue
Socially conscious and faith-based investing find a home at the giant brokerage.

Advisor Receives NAPFA Service Award

Friday, 28 May 2010
Financial advisor Diahann W. Lassus has been awarded the 2010 Robert J. Underwood Distinguished Service Award from the National Association of Personal Financial Advisors.

Rethink. Reorient. Restructure.

By Jeff Schlegel, May 2010 issue
The downturn caused some firms to re-examine their strategies.

How Top Financial Advisors Beat Others

Monday, 05 April 2010
The best advisors aren't just beating their peers. The numbers show them practically pounding them into the ground.

Fidelity Unveils New Client Service Program For Advisors

Monday, 15 March 2010
Fidelity Investments on Monday said it has rolled out a new program aimed at improving customer service for its affiliated advisors.

The Next Generation

By Mitch Anthony, January 2010 issue
Deena Katz and Lance Palmer talk about their financial planning students and the future of the profession.

The Great Protector

By Caren Chesler, January 2010 issue
Advisor Erin Botsford is known for focusing on risks that threaten client assets. that’s no surprise, considering what She’s been through herself.

A New Game

By Karen DeMasters, December 2009 issue
Rule changes in 2010 for retirement plans offer advisors opportunity to help employers and their workers.

Many Women Risk Retirement To Fund College

Tuesday, 17 November 2009
Many parents set their own retirement security aside tofund their children's college education, and mothers are more pronethan fathers to steer a family down this risky path.

Women Eye Health Care As Key Retirement Issue

By Karen M. Schultz - Tuesday, 20 October 2009
Working effectively with the nation’s nearly 80 million baby boomers, whether retired or contemplating retirement, was a major focus of the Raymond James 15th Annual Women’s Symposium, sponsored by the firm’s Network for Women Financial Advisors.

Women Looking For Simple Money Advice

Friday, 09 October 2009
Women across the world want help planning their families' finances, but they want the advice to be simple and easy to implement, according to a new survey.

Lessons Learned

By Jeff Schlegel, September 2009 issue
What the market upheaval has taught advisors.

Husband And Wife Launch Advisory Firm

Friday, 21 August 2009
A husband-and-wife advisor team has left Merrill Lynch and started its own independent wealth management firm in Bethesda, Md.


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