Women & Planning

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Women's Choice Award For Advisors

by FA Staff

A new award recognizes dedicated advisors who effectively serve female clients.

Goldman Must Turn Over Female Employee Discrimination Complaints

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Goldman Sachs Group Inc. must turn over internal gender-bias complaints by female workers to lawyers representing women in a lawsuit alleging the firm discriminated against them in pay and promotions.

Meredith Whitney Winds Down Brokerage Unit After Setting Up Fund

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Meredith Whitney, who built her own Wall Street advisory firm after winning renown for a 2007 call on Citigroup Inc., is setting up a long/short investment fund, according to industry records.

Advisor Group Names New President And CEO

by FA Staff

Compliance chief Erica McGinnis is the first woman appointed to run the broker–dealer network.

Social Media Used By 71% Of Retirement Plan Participants, Survey Says

by FA Staff

Retirement plan participants usage of social media for information about their workplace plan has increased, but it varies by age, gender and income level, according to a recent survey.

Women Need Advisors' Guidance Before Divorce Strikes, Expert Says

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Older women need to be part of the financial planning during their marriage so they're prepared to deal with a lack of money if a divorce throws them out on their own, says one financial expert.

States Make The Kids Responsible For Parent Care, Expert Says

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More adult children are being legally required to pay for their parents’ long-term care, according to a prominent senior law specialist.

How Advisors Can Give Women The Services They Want

by Sonja Hayes

The first step to serving women is to appreciate the size and influence of the female market.

Earn Income, Lose Social Security Benefits

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Financial planners need to be able to advise clients on Social Security earned income penalties, expert says.

Buie To Receive FPA Fain Award

by FA Staff

Elissa Buie is to receive the FPA's 2013 P. Kemp Fain Jr. Award.

Women S&P 500 Execs Face 18% Pay Gap

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Four decades after substantial numbers of women began entering management ranks, only a handful have reached the echelons that earn the biggest compensation.

Advisors Helping More Clients Raising Grandchildren

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Clients often must cut retirement spending and work longer, but advisors may be able to suggest financial moves to reduce the stress.

Financial Services A Difficult Place For Women Advisors

The financial services industry has one of the hardest glass ceilings for women to break through of any industry, according to a survey by Edward Jones.

Sixty Percent Of Wealthy Single Women Will Seek Financial Advice, Study Finds

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Sixty percent of women with more than $100,000 in investable assets are projected to seek financial advice through 2015.

Most Millionaires Self-Made, Study Says

by FA Staff

Most Americans with $1 million or more in assets made their money on their own, according to a study by BMO Private Bank released today.

LPL Financial Appoints Chief Risk Officer

by FA Staff

Michelle Oroschakoff will be responsible for firm-wide risk management processes and controls, including regulatory compliance, data security and privacy.

Feathering An Advisory Nest

by Mary Rowland

Laura Schilling has opened a firm staffed with stay-at-home moms.

Fidelity Expands ‘Engaging Female Clients’ Program

Fidelity Expands ‘Engaging Female Clients’ Program Fidelity Investments has developed workshops, white papers and a guidebook to help financial advisors better understand how they...

Financial Services Is A Difficult Place For Women Advisors, Study Says

by FA Staff

The financial services industry has one of the hardest glass ceilings for women to break through of any industry, according to a survey by Edward Jones.

First Allied Names Fox-Foley Marketing Chief

by FA Staff

First Allied Securities has appointed Marissa Fox-Foley as senior managing director of marketing for the independent broker-dealer.

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