Women & Planning

[1]  57 58 59 60 61 62 63 64   [65]

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

by

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

by

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

by

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.

Same-Sex Marriage Supreme Court Cases Affect Couples' Finances

by

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

by

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

by

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

by

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

by

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

[1]  57 58 59 60 61 62 63 64   [65]