by FA Staff
Having more minority financial advisors would benefit both the financial services firms and the clients, says an Edward Jones survey.
by Deena Katz
A good partnership with a mentor is
reciprocal, collaborative and comfortable.
by Mitch Anthony
No organization should be able to require people to retire.
by Cathy Seeber
Differences in how men and women communicate are overrated.
Here’s a better way to talk with all your clients.
by
Karen DeMasters
Advisor Theresa Hannon sent letters with $100 bills tucked inside to 90 clients.
by Karen DeMasters
Melody Juge is going national with plans to help women take greater control of their money.
by FA Staff
Thirteen advisors have been recognized for their community involvement and their support, mentoring and coaching of other professionals within the firm.
by FA Staff
The youngest women who participated in a recent survey had the highest interest in learning about personal finance topics.
by FA Staff
Women financial advisors have clients with more assets, price their services more consistently and have more female clients.
by
Karen DeMasters
TIAA-CREF is bringing women together to exchange financial planning ideas at events across the country.
by FA Staff
Pre-retirees say an advisor "whom I trust and who really gets me” would have the most positive impact on their financial outlook, according to an insurance industry survey.
by FA Staff
A new award recognizes dedicated advisors who effectively serve female clients.
by
Bloomberg News
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.
by
Bloomberg News
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.
by FA Staff
Compliance chief Erica McGinnis is the first woman appointed to run the broker–dealer network.
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.
by
Karen DeMasters
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.
by
Ted Knutson
More adult children are being legally required to pay for their parents’ long-term care, according to a prominent senior law specialist.
by Sonja Hayes
The first step to serving women is to appreciate the size and influence of the female market.
by
Karen DeMasters
Financial planners need to be able to advise clients on Social Security earned income penalties, expert says.
