by
Karen DeMasters
Female planners make more money than women in most other
professions and the gap between their salaries and those of their male peers is much smaller than in other fields,
a new FPA study says.
Inviting a
would-be client for a round of golf is an age-old prospecting technique. But what if the prospect is a woman who is clueless about the sport?
by
Eric Rasmussen
Although it was reported that more men than women lost jobs by early 2009, there's no doubt women felt the pain of The Great Recession, too. A study shows many more women expect to work longer.
As women's net worth continues to grow, financial advisors are facing a
challenge: How do you serve female
clients if there is a male always taking charge of their finances?
A financial advisor panel at the Morningstar Investment Conference this week noted many people are retiring with too
little in savings considering the current investing environment.
The recession has turned more women into the breadwinners for their
families, and that has had a silver lining for some financial advisors.
by Marla Brill
Socially conscious and faith-based investing find a home at the giant brokerage.
by Evan Simonoff And Eric Rasmussen
Building an in-house business consulting group, Derek Bruton is trying to help advisors at LPL adapt to the Darwinian
business climate.
by Roy Diliberto
Advisors need to give balanced advice, and for many clients that means encouraging them to enjoy their lives today.
by
Dorothy Hinchcliff
Financial advisor Diahann W. Lassus has been awarded the 2010 Robert J.
Underwood Distinguished Service Award from the National Association of
Personal Financial Advisors.
by
Jeff Schlegel
The downturn caused some firms to re-examine their strategies.
The best advisors aren't just beating their peers. The numbers show them
practically pounding them into the ground.
by
Jeff Schlegel
Fidelity Investments on Monday said it has rolled out a new
program aimed at improving customer service for its affiliated advisors.
by Caren Chesler
Advisor Erin Botsford is known for focusing on risks that threaten client assets. that's no surprise, considering what She's been through herself.
by Mitch Anthony
Deena Katz and Lance Palmer talk about their financial planning students and the future of the profession.
by
Karen DeMasters
Rule changes in 2010 for retirement plans offer advisors opportunity to help employers and their workers.
Many parents set their own retirement security aside tofund their children's college education, and mothers are more pronethan fathers to steer a family down this risky path.
by Karen M. Schultz
Working effectively with the nation's nearly 80 million
baby boomers, whether retired or contemplating retirement, was a major focus of
the Raymond James 15th Annual Women's Symposium, sponsored by...
by
Ray Fazzi
Women across the world want help planning their families' finances, but
they want the advice to be simple and easy to implement, according to a
new survey.
