Women & Planning

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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.

Money Talks, So Do Women

Female clients have a lot to say about what they want from advisors.

Securian Program Seeks To Boost Ranks Of Female Financial Advisors

A recent survey by the insurance industry trade group Limra found only 31% of financial advisors are women...

High Net Worth Women Want Equal Say In Managing Finances

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High-net-worth won't be consigned to backseat passenger when it comes to making household decisions on finances and investments, according to a new survey.

The Pitfalls Of Pinkwashing Financial Advice

by Lee Carter

Many advisors and financial services firms miss the mark when it comes to their communication and educational efforts targeting women. And missing the mark has big consequences.

Who Is Your Firm's CFO?

by Joni Youngwirth

Advisory firms need to better manage their financial risks.

Murray: Retirement Income Boils Down To One Issue

Advisors and their clients need to be concerned about only one retirement income issue, author Nick Murray told attendees in a keynote address at the recent 3rd Annual Financial Advisor...

Women Lag Men In Retirement Savings

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Women are less prepared for retirement than men, with nearly $41,000 less saved on average than their male counterparts, according to a new survey.

Same-Sex Couples Face Maze Of Financial Issues

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Because same-sex marriage laws differ depending on jurisdiction, advisors need to get educated on how to navigate the increasingly complex financial issues facing the lesbian, gay, bisexual and...

Lovers Look Past Partners' Money Problems, Survey Says

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As William Shakespeare often wrote, love may be blind-even when it comes to spotting financial skeletons hidden in a prospective marital partner's closet, according to a new survey.

Sudden Impact

by Alan Lavine

How can advisors minimize the effect of large losses in a retirement portfolio just when clients want to begin withdrawals?

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