Industry Needs More Women Advisors
Clients want to work with an advisor who as a high "EQ" as well as a high "IQ," says Sarah Boston, a financial advisor active in the Raymond James Network for Women Advisors. She spoke at the 4th Annual Invest in Women conference.
High-Net-Worth ‘Out Spouse’ Needs Help Negotiating Divorce
Advisors who enjoy advanced financial planning and are willing to learn skills to help high-net-worth clients getting divorced can build a very successful business, says Pam Friedman, a partner in Silicon Hills Wealth Management. She spoke at the 4th Annual Invest In Women...
Advisor Says Conference Gives Women Great Chance To Connect
Lorraine Ell, co-owner of the advisory firm Better Money Decisions, says the Invest In Women conference provides women with a unique forum to learn what's worked for them in the profession.
Data Privacy A Big Concern For Shareholder Return
Lori Keith, a portfolio manager and senior research analyst for Parnassus Investments, describes potential investment threats from data breaches. She was a speaker at the 4th Annual Invest In Women conference.
Global Wealth Has Fueled Impact Investing
Leah Bennett, president of Westwood Trust - Houston, says more of her clients are asking about impact investing. She was a speaker at the 4th Annual Invest In Women conference.
Helping Clients Understand Life Events Come With Surprises
Susan Bradley, Sudden Money Institute founder, tells advisors they will lose clients if they don't understand how to work with people going through life transitions.
Advisors Critical In Fighting Elder Abuse, Advancing Elder Justice
Philip Marshall tells advisors what they can do to help prevent their older clients from being abused. He is the grandson of famous socialite and philanthropist Brooke Astor, who was an elder abuse victim in a highly publicized case.
A ‘Financial Feminist’ Takes Care Of Herself Financially, Invests For Herself
Sallie Krawcheck, founder of Ellevest, pushes advisors to think differently about women clients. She spoke May 1 at FA's 4th Annual Invest In Women conference in Houston.