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Women & Planning

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Recruiting Female Advisors Good For Business, Pershing Says

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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

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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

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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

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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

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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

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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

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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.

Six Tips For Helping Financial Advisors Serve Female Clients

by Kathleen Burns Kingsbury

Are you prepared to meet the needs of your female clients in your financial planning practice?

JHS Capital Advisors Continues Expansion

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Katie White and Matthew Lovett join firm in Tampa. 

Cambridge Investment Research Expands Management Team

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Three associates -- Marg Dwyer, Todd Van Pelt and Laura Rawson -- receive promotions.

Firstrust Financial Resources Continues Growth With Addition of Financial Representative

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Susan Izyk will provide highly-personalized financial plans to clients.

Playing By The Rules

by Eleanor Blayney

Advisors need to make important changes in how they communicate with and advise women.

TD Ameritrade Institutional Names Managing Director of Marketing

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Kate Healy to deepen relationships with independent RIAs.

Securities America Adds Two Financial Advisors

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Matt Browning and Monica Bacon-Proctor become registered representatives with Securities America.

Women Primary Breadwinners, Says Survey

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The majority of women have emerged as primary breadwinners, whether they like it or not, according to Prudential Financial survey.

Female Breadwinner More Likely To Feel Heat From Partner On Financial Decisions

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Tensions over family financial decisions appear more acute when the woman of the house is the primary breadwinner, according to a poll released Monday by SEI.

Commonwealth Advisors Get Investment Policy Statement Software

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Commonwealth Financial Network has partnered with IPS AdvisorPro to offer advisors software for developing compliant, professional investment policy statements.

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