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INVEST IN WOMEN

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L'Oreal Heir Becomes First Woman With $100 Billion Fortune

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France's growing domination of luxury retail has spawned several other ultra-rich families.

IRS To Waive $1 Billion In Penalties For Millions Of Taxpayers

by FA Staff

Relief will be offered to 4.7 million taxpayers who went delinquent at the height of Covid-19.

Two Social Security Do-Overs To Maximize Income

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Clients can see their benefits increase 8% per year by suspending them or starting them over later.

A Guide For Advisors Supporting Women Caregivers Of Disabled Children

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Here are ways you can empower clients to navigate the intricate landscape of caregiving with confidence and resilience.

Even The Social Security Administration Plays ‘Secret Santa'

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Here are a few ways the agency bestows financial security to its beneficiaries and their survivors and dependents.

Finances Growing In Priority Among Young Couples, Survey Says

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A financial compatibility is becoming just as important as physical and intellectual compatibility, said Northwestern Mutual.

Advisors Won't Like What Future Clients Really Want

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Advisors are falling victim to a number of inaccurate stereotypes about tomorrow's clients.

AI Technology Tools To Enhance Your Digital Storefront

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Here are five tools that are changing how advisors make video content in 2023.

Recruiting The Best And Brightest Talent From HBCUs: What Financial Services Firms Need To Know

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Recently I had the pleasure of attending the Spelhouse Homecoming, an annual event that brings together students, families and alumni from Spelman and Morehouse Colleges...

The Ex-Goldman Partner Singing And Dancing About Her Retirement

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A star of fixed-income sales at Goldman is now the star of a Manhattan cabaret show.

When Women Are The Breadwinners In A Relationship

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Advisors say finding equality in relationships where women outearn male partners is tricky.

Working With Grieving Spouses And The Social Security Administration

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Advisors must be prepared when clients meet with the Social Security Administration.

Michael Kitces Warns Advisors About Sequence Risk, Defends 4.0% Rule

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The risk that Americans will face poor returns early in retirement is greater than it's been in years, he says.

Incapacity Planning: The Hidden Power Of A Revocable Trust

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Planning for potential disability is a cornerstone of a well-rounded financial plan.

Fidelity Says It Increased Women Clients By 48% Since 2019

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The increase was particularly strong among young age groups, the company said.

When The Initial Plan Fails, Retirees Need A Plan B, Transamerica Says

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Policymakers have an important role to play in people's successful retirements.

Goldin Took Women's Careers From Economic Sideshow To Mainstream

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Thanks to the Nobel-winning Harvard economist, women are no longer seen as irrelevant to the macroeconomy.

Aging And Retiring While Black In The U.S.

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This community leader has put a spotlight on what it means to grow old as a Black American.

How Generative AI Can Empower Women In Financial Services

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By harnessing unbiased AI tools, we can help women envision and achieve success.

Married … With Finances

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Couples are seeing their financial dynamics change. How do their advisors keep track of changes and play fair?

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