Women & Planning

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Women Possess 'Superpowers' For Success, Advisor Coach Says

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When prospecting a couple, remember the woman has absolute veto power, Erin Botsford said.

Donna Brazile Says Dems Should Brace For Red Wave

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“We are in for a summer of massive volatility,” she told an audience of female financial professionals.

Confidence Seen As Key Asset For Women Advisors

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A panel of female financial professionals agreed that confidence is sometimes more important than competence.

Jean Edelman On Advisors' Role In Emotional And Financial Wellness

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The key to a healthy life is finding and maintaining balance.

Former Goldman Sachs MD Is Publishing A Book Alleging Abuse And Attack

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The former Goldman managing director is one of the most senior people to unleash such allegations against the firm.

Why Widows Fire 70% Of Male Advisors

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Male advisors are getting a wake-up call, while the profession flounders in recruiting more female advisors.

Goldman Pushes To Keep Executive Names Hidden In Gender Suit

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The company let its managers make biased pay and promotion decisions, the lawsuit claims.

Women, Wealth And Retirement: Closing The Gap

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Women are falling behind in their financial futures. Three BlackRock executives say that can change.

Emotional Wellness

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It's the young and the old who suffered the most severe psychological scars.

Giving Power To Your People

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How are you showing your colleagues that you value them?

Practical (And Profitable) Ways To Attract Women Advisors

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Here are a few key ways you can make your firm more appealing and rewarding to women.

Female Advisors Are The Future Of Wealth Management

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Hiring and promoting women in the wealth management industry has never been more urgent.

Other Kinds Of Partners

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How do you create better relationships with investors and other firms important to your strategy?

Talking With Children About Wealth

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How you can help clients engage in these conversations with their children.

An Efficient Practice Means Leaving Some Clients Behind, Cerulli Says

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Many firms also are not using technology efficiently, the research firm said.

65 Incorporated Rolls Out Medicare Planning Software For Advisors

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The software suite has different plan levels to accommodate the needs of small, medium, and large advisory practices.

Number Of Reps, Brokerages Declined In 2021, Finra Finds

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At the same time, revenues and the number of investment advisor firms grew.

Why Women Are Left Out Of The Crypto Conversation

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Crypto's risks and its male-dominated culture are turnoffs for women, a Morningstar panel of experts said.

Onyx Launches Platform Aimed At Boosting Advisor Diversity

by FA Staff

The Onyx Advisors Network offers coaching, technology and community to advisors from underrepresented groups.

5 Red Flags Of An Unfair Prenuptial Agreement

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Before clients say “Till death do us part,” make sure they're on the same page.

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