Women & Planning

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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.

Three Advisor Firms Share Techniques For Cultivating NextGen Clients

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It's important for advisors to reach out to prospects before they achieve sizeable wealth, they said.

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 To Prevent Healthcare Costs From Blowing Up A Financial Plan

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Advisors need to shield clients from surprises when planning for healthcare costs, said consultant Katy Votava.

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.

Jenna Bush Hager: Give Kids The Right To Fail

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The daughter of one president and granddaughter of another said we put too much pressure on kids.

The Next Generation Of Clients Requires Next-Gen Advisors

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Young advisors want to feel they belong in their firms, Cambridge's Tammy Robbins said.

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.

Women Are Barely Making A Dent In Advisor Representation

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More action needs to be taken to increase women's presence, say two Carson executives.

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.

Turning Young Clients Into Lifelong Ones

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

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.

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.

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.

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.

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