by
Kathy Lynch
Susan Izyk will provide highly-personalized financial plans to clients.
by Eleanor Blayney
Advisors need to make important changes in how they communicate with and advise women.
by
Kathy Lynch
Kate Healy to deepen relationships with independent RIAs.
by
Kathy Lynch
Matt Browning and Monica Bacon-Proctor become registered representatives with Securities America.
by
Jim McConville
The majority of women have emerged as primary breadwinners, whether they like it or not, according to Prudential Financial survey.
by
Jim McConville
Tensions over family financial decisions appear more acute when the
woman of the house is the primary breadwinner, according to a poll
released Monday by SEI.
by
Dorothy Hinchcliff
Commonwealth Financial Network has partnered with IPS AdvisorPro to
offer advisors software for developing compliant, professional
investment policy statements.
Female clients have a lot to say about what they want from advisors.
A recent survey by the insurance industry trade group Limra found only 31% of financial advisors are women...
by
Jim McConville
High-net-worth won't be consigned to backseat passenger when it
comes to making household decisions on finances and investments,
according to a new survey.
by Lee Carter
Many advisors and financial services firms miss the mark
when it comes to their communication and educational efforts targeting
women. And missing the mark has big consequences.
by Joni Youngwirth
Advisory firms need to better manage their financial risks.
Advisors and their clients need to be concerned about only one retirement income issue, author Nick Murray told attendees in a keynote address at the recent 3rd Annual Financial Advisor...
by
Jim McConville
Women are less prepared for retirement than men, with nearly $41,000
less saved on average than their male counterparts, according to a
new survey.
by
Karen DeMasters
Because same-sex marriage laws differ depending on jurisdiction, advisors need to get educated on how to navigate the increasingly complex financial issues facing the lesbian, gay, bisexual and...
by
Jim McConville
As William Shakespeare often wrote, love may be blind-even when it comes
to spotting financial skeletons hidden in a prospective marital
partner's closet, according to a new survey.
by Alan Lavine
How can advisors minimize the effect of large losses in a retirement portfolio just when clients want to begin withdrawals?
by Joni Youngwirth
How can you manage your roles as business owner and financial advisor simultaneously?
by
Eric Rasmussen
Whether it's sibling rivalries, poorly thought out trusts or simply greed, the estate planning world offers an abundance of horror stories.
by Mike Byrnes
An aging base of brokers, many with even older clients, is prompting
many large institutions to scramble to figure out how to prepare for the
inevitable and retain the business for generations to...
