by
Karen DeMasters
The CFP Board recognized the university and its students for helping their community with financial planning.
Barbar Mullaney On Sophisticated Strategies For Your High-Net-Worth And Ultra-High-Worth Clients
Dr. Dinah A. Koehler On Best Tools For Evaluating Impact/ESG Investments
Helena and Don Hauk Of Greenbank & Salt Creek On Small Business Lending
Ann Senne On Why Goals-Based Planning Works For Female Clients In Particular
Ginny Walker Of Live Oak Bank On Small Business Loans
Sheryl Brown On Getting ROI From Social Media
Barbara Dare On Longevity Lifestyle Preparation: What Women Need To Know
Jay Michel On Of Circle Black On Wealth Management
Kate Healy On Building A Women's Initiative At Your Firm
by
Asia Martin
Two RIAs discuss how companies outperform when they put more women in leadership positions.
Our final group of photos from FA's Invest In Women Conference in Houston.
by
Karen DeMasters
Focusing too much on the future can stress your clients out, said Carolyn McClanahan, an advisor and physician.
See part 2 of our photo coverage of the 4th annual Invest In Women conference.
See who you know that attended FA's Invest In Women Conference in Houston last week.
by
Karen DeMasters
Barbara Dare of Great-West Financial says women need to prepare for a long retirement.
Winnie Sun, a founder of hybrid advisor Sun Group Wealth Partners, has built a major social media following in spite of restrictions on what she can and can't say...
Clients want to work with an advisor who as a high "EQ" as well as a high "IQ," says Sarah Boston, a financial advisor active in the Raymond James Network for Women Advisors...
Advisors who enjoy advanced financial planning and are willing to learn skills to help high-net-worth clients getting divorced can build a very successful business, says Pam Friedman, a partner in...
Lorraine Ell, co-owner of the advisory firm Better Money Decisions, says the Invest In Women conference provides women with a unique forum to learn what's worked for them in the profession.
