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Women & Planning

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Single Women Should Be High On Advisors' Priority List, Nationwide Says

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A company survey found that unmarried women were the most concerned about their finances.

Advisors Have 'Vast' Opportunity To Work With Couples, Ameriprise Says

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A company survey found that couples with an advisor were more honest with each other about finances.

Women Entrepreneurs Can Make The World $6 Trillion Richer

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Lenders need to redesign their practices to give more consideration to small borrowers, especially women.

Why Advisory Firms Fail Women Advisors

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This is how the industry can evolve and let females move up the ladder, says the Carson Group.

Thrivent, Capital Group Get Five Stars On 'Best Workplaces For Women' List

by FA Staff

A dozen financial advisors and investment managers made the Newsweek list.

The Crushing Reality Of Death And Divorce

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All marriages end, and advisors need special skills for guiding newly single clients.

The Risk Of Taking Social Security Early

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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 Burning Question For Clients: 'Are You Happy?'

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Advisors who ask clients this question could transform their practices.

A New World Takes Shape

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The advisory business at this moment in time is in the midst of structural and generational change.

Women Lost C-Suite Seats In Corporate America, S&P Says

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Women have ceded some senior-level positions after years of seeing their numbers increase.

Never-Married Black Women Own 8 Cents For $1 Held By White Men

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A Fed study found people who have never married have significantly less wealth than married people.

Ex-Merrill Advisor Thrives As She Takes Coaching, Subscription Fees To Mass Market

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Shannon McLay decided early in her career that the size of her clients' bank accounts didn't matter.

How Advisors Can Help Those Suddenly Made Single By Death, Divorce

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All marriages end, and advisors need special skills for guiding newly single clients.

Three Women Launch RIA With Full-Time Psychologist

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The Chicago-based firm hopes having a clinical psychologist will help clients deal with difficult situations.

Diversity Should Still Be A Hiring Goal, Financial Execs Say

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A panel of financial industry professionals said advisors need to get out of their comfort zone when hiring.

The Burning Question For Clients: Are You Happy?

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Advisors who ask this of clients, listen and adjust the financial plan will transform their practices, she says.

Cash For Nannies, Extra Days Off: Child-Care Perks Top Workplace Benefits

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Skyrocketing prices and dwindling options for care are squeezing parents.

Wall Street's DEI Retreat Has Officially Begun

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The legal assault on corporate diversity initiatives is gathering steam.

Why Are More Women Clients Than Ever Firing Advisors?

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And how do you make sure you're not on the chopping block?

Caregivers: The Problems Hidden In Plain Sight

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Your clients' plans are only as solid as the least prepared person in their circle.

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