INVEST IN WOMEN

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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.

Being Prepared For The Worst

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Disaster can take forms both meteorologic and financial. Advisors can help clients prepare.

Advisors Say This Training Program Is Helping Them Grow

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Erin Botsford's six-month training program teaches advisors how to gain clients, make more money and have more freedom.

Influx Of New Investors Was Not A Pandemic Fad, Finra Foundation Study Finds

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Investors are still opening accounts, although some prefer crypto and many lack baseline knowledge, the study found.

Female Financial Professionals Are Doubly Challenged, Carson Group Says

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Firms are ineffective at recruiting and retaining females, Mary Kate Gulick said.

Approaches To Lifting Women In Financial Services

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Learn how award-winning women from The American College of Financial Services have uplifted other women in the profession.

U.S. Women Now Make As Much Or More Than Men In Half Of Marriages

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College-educated and Black women are more likely to out-earn their husbands.

Secure 2.0 Gives Women What They Need, Advisors Say

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

Jenna Bush Hager To Speak As Keynote At Invest In Women

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Hager joins Dr. Katy Votava, Susan Thompson, Heather Schreiber and dozens of other speakers.

Women Working With Advisors Have Greater Retirement Confidence, LIMRA Says

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Forty percent of women who work with a financial professional feel very prepared for retirement.

Women Still The Driving Force Of Post-Covid Entrepreneurs, Survey Says

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Women are also more likely to say their business has done better than expected.

Jackson Revamps Efforts To Aid Women's Retirement Saving

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Jackson National Life is refocusing its “Investing in You Campaign” that targets women looking to plan for their retirement.

Subscription Fees, A Profitable Compensation Model For Next Gen Investors

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Three women leaders detail how their new service models are building “perfect” long-term clients.

CFP Center Creates Women's Scholarship

by FA Staff

The WIN program and scholarship were created to draw more women into the profession, the center said.

SECURE Act And NextGen Clients Highlighted At Invest In Women

by FA Staff

Retirement income withdrawals and emerging clients will be some of the dominant issues.

How To Meet The Needs Of Women Clients

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When it comes to women clients, most financial planning firms' strategies fall flat.

Women More Likely To Bag $100,000 Jobs Despite Fewer Applications

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Studies have also shown women tend to accept job offers more quickly than men.

How To Avoid Alienating Women Clients

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It's important for advisors to listen to the objectives and investing preferences that women say are most important.

How To Bring More Women Into The Financial Planning Conversation

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There's plenty to talk about if an advisor makes the effort to invite female clients in, two J.P. Morgan advisors say.

Women Investors Believe The U.S. Is In A Financial Crisis

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Inflation is greatly affecting women's retirement savings and decisions, Nationwide says.

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