Women are on track to inherit the most from the great wealth transfer.
Older clients have different needs but can often help family members.
The financial services industry is facing a period of change like no other. Here's how to adapt.
The woman accused a male supervisor of "actively sabotaging" her career.
Women's wealth is on the rise, and our industry has the great opportunity to help champion their financial futures.
The paradox Barbie embodies pushes career women to construct their own definitions of empowerment in financial services.
The former executive administrator is accusing the firm of discrimination, retaliation and defamation.
Women and other minorities have been making inroads in the CFP field, but slowly, the CFP Board's diversity chief says.
Trustworthy client leadership is critical to keeping an advisor-client relationship strong.
Being open with clients leads to stronger relationships, advisor Jessica Jones says.
The financial professionals have tackled diversity issues in Virginia, California and Ohio.
Women's wealth is on the rise, and our industry has the great opportunity to help champion their financial futures.
Making it in the financial industry is still much harder if you're a woman.
A new microblogging platform has emerged. Should advisors get on board?
Winners will be honored in November at Excell REPRESENT, an event aimed at empowering women in the financial industry.
An advisor firm offers insights into how to serve women with $1 million or more in their retirement accounts.
The investment firm is educating advisors on how to connect with women.
A company survey found obstacles keep women from financial engagement, even if they're the breadwinner.
The gap adds up to a loss of $9,954 in wages per year for full-time, year-round female workers.
Family dynamics are changing. How can advisors help get two spouses on the same financial page?