INVEST IN WOMEN

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Pictures, Stories Can Help Advisors Serve Clients Better, Says Carson Group Exec

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Pictures and storytelling can help advisors better represent their clients' wishes and goals.

Gender Roles Block Female Financial Experience, UBS Says

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A company survey found obstacles keep women from financial engagement, even if they're the breadwinner.

When Couples Are At Financial Loggerheads

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Family dynamics are changing. How can advisors help get two spouses on the same financial page?

Are Rates And The Stock Market Hurting The Value Of Your Firm?

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Three merger and acquisition specialists say the market for advisor firms is still robust.

More U.S. Women Are Working Than Ever, Reversing Pandemic Slump

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The share of women ages 25 to 54 who are employed or searching for work has been steadily rising.

BNY Mellon Launches Women's And Innovators ETFs

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The two ETFs are designed in part to close the gap between active and passive ETFs.

ESG Investing Takes Center Stage

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President Biden used the first veto of his term on a niche investment topic that has captured national attention.

Independent Workforce Climbs As U.S. Women Leave Traditional Jobs

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There were an estimated 6.7 million independent professionals last year, up 2.2% from 2021.

'Emotional Intelligence' Called Key To Unlocking Advisors' Potential

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Advisors need to recognize human emotions as well as deliver financial advice, a leadership coach says.

Beware Marginal Tax Rates And Social Security, Expert Warns Retirees

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Retirees can avoid high marginal tax rates with Roth conversions, said William Reichenstein.

Will An Office Romance Damage Your Career?

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Cultural changes have shaken office relationships. But does office romance boost people's morale?

Firm Growth Should Come From Multiple Sources, Panelists Say

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The fundamental rule of keeping the client top of mind always applies, women executives said.

Goldman To Pay $215 Million To End Case On Underpaying Women

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A class of about 2,800 women agreed to settle the lawsuit about a month before it was set to go to trial.

Lifestyle Advisory Practices Break The Traditional Mold

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These advisors created their businesses so that they could have the freedom to support their personal goals.

How Much Are Rates And The Stock Market Hurting The Value Of Your Firm?

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Three merger and acquisition specialists say the market for advisor firms is still robust.

Pandemic's Lessons Guide Advisors Through Today's Uncertainties

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Communicating is a key to helping clients with volatility both in the market and in their lives, advisors said.

How Advisors Can Focus Their Marketing Toward Women

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Women are interested in the process their advisors use, the panel told the Invest In Women conference.

Increasing Wallet Share Means Profiling Clients

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Is your client really open to sharing more assets? Laura Gregg says look for these hints.

Why Women Should Not Ignore Prenups And Postnups

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Women out of the workforce might still need the protection of these agreements later.

SECURE 2.0 Gives Women What They Need, Advisors Say

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New provisions in the act support the way women clients live, work and save for retirement, these advisors say.

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