Women & Planning

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Same-Sex Marriage Supreme Court Cases Affect Couples' Finances


The U.S. Supreme Court's decisions on two same-sex marriage cases could have far-reaching effects on the financial lives of same-sex couples, legal experts say.

CFP Board Launches Women's Initiative


The CFP Board is launching a campaign to find out why the number of female planners has stagnated for the last decade and what can be done about it.

Krawcheck To Acquire 85 Broads From Former Goldman Executive


Sallie Krawcheck has agreed to buy 85 Broads, the global network with 30,000 members that began on Wall Street and promotes women as business leaders.

Many Women Breadwinners In Non-Traditional Families, Study Says

by FA Staff

Over 80 percent of women have at one time or another lived in non-traditional family households that have placed greater pressure on them to achieve financial independence, according to a new survey.

Mothers At Ease When Discussing Family Finances With Children

by FA Staff

Mothers have more in-depth financial discussions with their adult children on topics ranging from health care needs to living expenses in retirement than fathers, according to Fidelity study.

Women Say Financial Planning Too Stressful

by FA Staff

Few women consider becoming a financial planner because, in part, they consider the job stressful and feel they would have a problem recruiting clients, according to a new study.

Niche Marketing Should Not Focus On Gender

by Catherine Seeber

Showing an understanding of life events is a better approach that will attract more women as clients.

Americans' Financial Knowledge Lacking, Study Says


The results of a national financial quiz show that Americans have a lot of work to do in understanding how to manage money, according to Limra.

Financial Advisor Reaches Female Clients With Two Messages


Financial advisor Jessica Shaulis conveys her value to potential clients by discussing money and clothes.

27% Of Women Making $200K+ Fear Homelessness

by FA Staff

Nearly half of all women in a recent insurance industry survey said they feared going broke and becoming homeless.

Recruiting Female Advisors Good For Business, Pershing Says


Financial firms that are interested in bringing women advisors into more prominent roles may be in a better position to build their businesses, according to a Pershing study.

Married Boomers Better Retirement Savers, Study Says


Married baby boomers are better retirement savers than their single cohorts, but they could still use help from financial advisors, according to a new survey.

Leveling The Playing Field

by Mary Rowland

One firm is trying to help students get into college by helping them navigate the admissions process.

United Capital Acquires Paragon Investment


Paragon Investment Management Inc. in Seattle, Wash., has been acquired by United Capital Financial Advisors LLC, marking United Capital’s entry in the Pacific Northwest.

Raymond James Recruits Mother-Daughter Team From Wells Fargo

Raymond James today announced it has recruited a mother-daughter advisor team Wells Fargo that managed more than $200 million in assets and had $2 million in annual production.

Morgan Stanley Launches Gay Client Initiative


Morgan Stanley has launched a lesbian, gay, bisexual and transgender client initiative that provides advisors with wealth planning tools, business development and marketing resources designed...

Financial Advisors Need To Focus More On Female Clients


Financial advisors need to increase their focus on women investors, who continue to gain more control over managing money, said experts at a Fidelity Investments forum on engaging female clients.

Rich Women More Open To Financial Advice Than Millionaire Men, Says Survey


Millionaire men and women are at opposite ends of the spectrum when it comes to adopting a financial investing strategy, according to a new survey.

Financial Advisors Should Avoid Lumping Women Into One Category

by Mike Byrnes

Advisors should not approach women as one market, panelists said at the Schwab Impact conference.

Six Financial Advisors Awarded For Community Service


Six financial advisors were honored by The Invest in Others Charitable Foundation for their leadership and commitment to making a positive impact in their communities.

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