Women Advisor Community

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YOUR PRACTICE WOMEN ADVISOR COMMUNITY FEB 14, 2017
Send me no flowers - just a higher credit score

Survey finds 59% of divorcees say finances played a role in break-up.

YOUR PRACTICE PRACTICE MANAGEMENT FEB 09, 2017
Women cope better financially with later-in-life divorce than men: CPA survey

Many more older women apt to seek out financial advice, increase savings and spend less

YOUR PRACTICE RIAS JAN 12, 2017
Women advisers not attracting as many assets as male colleagues

Females in RIA channels especially coming up short

YOUR PRACTICE PRACTICE MANAGEMENT JAN 09, 2017
Tips for working with female clients who are in financially unequal relationships

The importance of your healthy, open communication with the client and the same between her and her partner cannot be overstated.

YOUR PRACTICE PRACTICE MANAGEMENT DEC 20, 2016
Why the financial advice industry should focus less on diversity and more on inclusion

By engaging diverse professionals, we can tap into their passions for the benefit of the profession.

YOUR PRACTICE OPINION NOV 30, 2016
What Trump can teach financial advisers about women

These four lessons can help you make your practice more female friendly.

Hostilities against women take the form of fewer workplace opportunities on Wall Street
YOUR PRACTICE PRACTICE MANAGEMENT NOV 30, 2016
Hostilities against women take the form of fewer workplace opportunities on Wall Street

Fair compensation for women in the financial services industry remains a sore point.

YOUR PRACTICE RETIREMENT PLANNING NOV 22, 2016
Advisers' female clients will face higher retiree health costs

New report details the high cost of living longer with fewer resources than men.

Former Citigroup broker claims she was victim of gender discrimination
YOUR PRACTICE REGULATION AND LEGISLATION NOV 21, 2016
Former Citigroup broker claims she was victim of gender discrimination

Adviser said she was reduced to a "glorified secretary" and fired after reporting a superior for violating insider trading rules.

YOUR PRACTICE PRACTICE MANAGEMENT NOV 21, 2016
Women go nontraditional with new advisory practices

Industry pioneers employ multifaceted approaches to bring financial planning to the masses.

YOUR PRACTICE WOMEN ADVISOR COMMUNITY NOV 20, 2016
Women-owned advisory firms outperform their peers

Firms majority owned by women in <i>InvestmentNews</i> study were more likely to be top performers &#8211; and to staff more women.

YOUR PRACTICE RETIREMENT PLANNING OCT 18, 2016
Divorce might be the worst financial plan of all

Plus: Congress paves the road to becoming filthy rich, NextShares gains traction, and banking on a Clinton victory

YOUR PRACTICE RETIREMENT PLANNING OCT 06, 2016
Most women claim Social Security early

Reduced lifetime income will force many to spend bulk of benefits on health care.

YOUR PRACTICE WOMEN ADVISOR COMMUNITY OCT 05, 2016
Firms must look for female advisers in unusual occupations

Raymond James drums up interest among teachers, attorneys, real-estate agents and psychologists for potential recuits.

YOUR PRACTICE WOMEN ADVISOR COMMUNITY SEP 21, 2016
Morgan Stanley urges advisers to embrace female-friendly investment strategies

The firm has about 30 investment products for clients who want to help women gain equality

YOUR PRACTICE RIAS SEP 15, 2016
Sallie Krawcheck's Ellevest raises $9 million from group including Venus Williams

The fintech start-up is creating an investment platform that uses a proprietary algorithm that considers women's earlier salary peaks and longer life spans.

Erica McGinnis stepping down as CEO of Advisor Group
YOUR PRACTICE PRACTICE MANAGEMENT AUG 30, 2016
Erica McGinnis stepping down as CEO of Advisor Group

The broker-dealer network is seeking a new chief executive as Valerie Brown temporarily fills the role.

YOUR PRACTICE PRACTICE MANAGEMENT AUG 16, 2016
Why aren't there more women fund managers?

Men still overwhelmingly dominate investment management, but women have made inroads, especially in money market funds.

YOUR PRACTICE OPINION JUL 26, 2016
Why women tend to outperform men when investing

YOUR PRACTICE PRACTICE MANAGEMENT JUL 24, 2016
3 things financial advisers need to know when serving female clients

Perhaps when it comes to their financial lives, women are a lot like men but with higher standards.