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INVEST IN WOMEN

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Practical (And Profitable) Ways To Attract Women Advisors

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Here are a few key ways you can make your firm more appealing and rewarding to women.

Female Advisors Are The Future Of Wealth Management

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Hiring and promoting women in the wealth management industry has never been more urgent.

Roth Conversions Get More Attractive As Market Slides Toward Bear Territory

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One advisor says he saves clients up to a million dollars in lifetime taxes by timing conversions.

Cathie Wood's Famed Market-Beating Return Is Disappearing

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Was Wood's remarkable run more luck than skill?

Onyx Launches Platform Aimed At Boosting Advisor Diversity

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The Onyx Advisors Network offers coaching, technology and community to advisors from underrepresented groups.

Young Advisors To Watch In 2022

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These are the advisors young enough to reimagine the industry, and Covid-19 reaffirmed a lot of their hunches about how that future will look.

Tackling The Diversity Problem In Financial Services

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Here is what women and minorities have to say about the subject.

Your Female Coworker Probably Wants To Quit

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Women also left the workforce in disproportionate numbers to men during the pandemic.

Women Care More About What Other Women Earn Than The Gender Gap

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For women, the core wage competition is with each other, not with men.

Citi Draws Ire Of Texas Republicans Over Its New Abortion Policy

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Left-leaning global financial institutions are more frequently clashing with center-right states and voters.

The Silver Lining Of Fear And Uncertainty

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Two years into Covid-19, and women clients are more interested in planning.

New Film Focuses On Boomers' Retirement Struggle

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“Women are the most susceptible to stepping on a major financial landmine...

Contemplating Divorce During Bonus, Equity Award Season

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How to help your clients work through these life changes with the best financial advice possible.

America Would Be More Happy With More People

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Stagnant demographic growth could have negative long-term repercussions for the U.S. economy.

What Women Clients And Prospects Need To Hear From Advisors

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Working with female clients requires both technical skill and emotional understanding, said presenters at the Invest In Women conference.

Buying Gifts For Clients? How About A Charity Gift Card?

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Gift cards by TisBest offer a tax deduction, and there's no Finra gift limit.

Video-Day1-11-IIW-Using Technology to Grow and Scale Your Practice

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During this discussion, three successful advisors will break down how they and their teams are using technology to focus their positioning, grow revenues and operate a scalable...

For Healthy Women With Wealth, Delaying Social Security Pays

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Women who delay Social Security benefits to age 70 can gain $180,000 over a lifetime, one researcher says.

Ensuring Female Clients Maximize Social Security Benefits

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The issues women face show themselves in everything from Social Security benefits to estate planning, advisors say.

How Advisors Can Avoid Pitfalls Of Dealing With Gray Divorce Clients

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Advisors need to be ready to deal with the emotional issues confronting divorced older clients, wealth managers say.

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