by FA Staff
Over 80 percent of women have at one time or another lived in non-traditional family households that have placed greater pressure on them to achieve financial independence, according to a new survey.
by FA Staff
Mothers have more in-depth financial discussions with their adult children on topics ranging from health care needs to living expenses in retirement than fathers, according to Fidelity study.
by FA Staff
Few women consider becoming a financial planner because, in part, they consider the job stressful and feel they would have a problem recruiting clients, according to a new study.
by Catherine Seeber
Showing an understanding of life events is a better approach that will attract more women as clients.
by
Karen DeMasters
The results of a national financial quiz show that Americans have a lot of work to do in understanding how to manage money, according to Limra.
by
Kathy Lynch
Financial advisor Jessica Shaulis conveys her value to potential clients by discussing money and clothes.
by FA Staff
Nearly half of all women in a recent insurance industry survey said they feared going broke and becoming homeless.
by
Kathy Lynch
Financial firms that are interested in bringing women advisors into more prominent roles may be in a better position to build their businesses, according to a Pershing study.
by
Karen DeMasters
Married baby boomers are better retirement savers than their single cohorts, but they could still use help from financial advisors, according to a new survey.
by Mary Rowland
One firm is trying to help students get into college by helping them navigate the admissions process.
by
Karen DeMasters
Paragon Investment Management Inc. in Seattle, Wash., has been acquired by United Capital Financial Advisors LLC, marking United Capital’s entry in the Pacific Northwest.
Raymond James today announced it has recruited a mother-daughter advisor team Wells Fargo that managed more than $200 million in assets and had $2 million in annual production.
by
Jim McConville
Morgan Stanley has launched a lesbian, gay, bisexual and transgender client initiative that provides advisors with wealth planning tools, business development and marketing resources designed...
by
Mike Byrnes
Financial advisors need to increase their focus on women investors, who continue to gain more control over managing money, said experts at a Fidelity Investments forum on engaging female clients.
by
Jim McConville
Millionaire men and women are at opposite ends of the spectrum when it comes to adopting a financial investing strategy, according to a new survey.
by Mike Byrnes
Advisors should not approach women as one market, panelists said at the Schwab Impact conference.
by
Jim McConville
Six financial advisors were honored by The Invest in Others
Charitable Foundation for their leadership and commitment to making a
positive impact in their communities.
by Kathleen Burns Kingsbury
Are you prepared
to meet the needs of your female clients in your financial planning
practice?
by
Kathy Lynch
Katie White and Matthew Lovett join firm in Tampa.
by
Kathy Lynch
Three associates -- Marg Dwyer, Todd Van Pelt and Laura Rawson -- receive promotions.
