Women & Planning

[1]  49 50 51 52 53 54 55 56   [64]

Demand For Female Financial Leaders Largely Ignored

by

There's still a lack of female executives, even though employees desire a more collaborative and creative style of management women often offer.

Raymond James Launches Advisor Development Program For Women

by FA Staff

The pilot program aims to help address two industry issues: attracting more women into the profession and providing potential successors for retiring advisors.

Krawcheck Says Women On Wall Street Have 'Gone Backwards'

by

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.

Survey Finds Retirement-Age Women Most Loyal To Advisors

by FA Staff

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.

Two Firms Join CFP Board In Research On Female Advisors

by FA Staff

Research will support efforts to draw more women into the financial planning field.

Wirehouses, Women And Millennials Are Misinterpreted, Krawcheck Says

by

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 Changing Approaches For Women

by

Financial advisors are offering more comprehensive services to cater to the distinct needs of women, among the fast-growing groups of investors.

More Minority Advisors Needed, Survey Says

by FA Staff

Having more minority financial advisors would benefit both the financial services firms and the clients, says an Edward Jones survey.

A Partner In Success

by Deena Katz

A good partnership with a mentor is reciprocal, collaborative and comfortable.

A New AGEnda

by Mitch Anthony

No organization should be able to require people to retire.

Gender Noise

by Cathy Seeber

Differences in how men and women communicate are overrated. Here’s a better way to talk with all your clients.

Financial Advisor Gives Clients $100 Each To Perform Random Acts Of Kindness

by

Advisor Theresa Hannon sent letters with $100 bills tucked inside to 90 clients.

Advisor Seeks To Empower Women

by Karen DeMasters

Melody Juge is going national with plans to help women take greater control of their money.

Raymond James Honors 'Woman Of Distinction'

by FA Staff

Thirteen advisors have been recognized for their community involvement and their support, mentoring and coaching of other professionals within the firm.

Millennial Women Are Most Interested In Personal Financial Planning

by FA Staff

The youngest women who participated in a recent survey had the highest interest in learning about personal finance topics.

Women Advisors Primed For Success, Survey Says

by FA Staff

Women financial advisors have clients with more assets, price their services more consistently and have more female clients.

TIAA-CREF Event Seeks To Empower Women

by

TIAA-CREF is bringing women together to exchange financial planning ideas at events across the country.

Clients Want Advisor Who "Really Gets Me," Survey Says

by FA Staff

Pre-retirees say an advisor "whom I trust and who really gets me” would have the most positive impact on their financial outlook, according to an insurance industry survey.

Women's Choice Award For Advisors

by FA Staff

A new award recognizes dedicated advisors who effectively serve female clients.

Goldman Must Turn Over Female Employee Discrimination Complaints

by

Goldman Sachs Group Inc. must turn over internal gender-bias complaints by female workers to lawyers representing women in a lawsuit alleging the firm discriminated against them in pay and promotions.

[1]  49 50 51 52 53 54 55 56   [64]