Women Advisor Community

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YOUR PRACTICE PRACTICE MANAGEMENT JUL 11, 2016
Dawn Bennett plays the victim, challenges SEC ruling

Plus: Oil is low and going lower, active managers get bested by a cat, and what you can learn from your rich neighbors

YOUR PRACTICE FINTECH JUN 19, 2016
Women-focused robo-adviser SheCapital shuts down

Not enough investors signed up for the niche platform that started about a year ago.

YOUR PRACTICE PRACTICE MANAGEMENT JUN 19, 2016
Recognize what makes female clients different

Women's financial concerns and goals vary widely, depending on factors such as age, professional standing and marital status.

YOUR PRACTICE OPINION JUN 02, 2016
Help more women succeed as financial planners

Encouraging more women to join the industry would go a long way toward addressing the looming talent gap and better reflect the marketplace we serve.

YOUR PRACTICE PRACTICE MANAGEMENT MAY 15, 2016
Women, money and investing

Help women tackle their larger student debt burden
YOUR PRACTICE WOMEN ADVISOR COMMUNITY APR 29, 2016
Help women tackle their larger student debt burden

Advisers should encourage clients to avoid taking on too large a loan in the first place, and implement repayment strategies to quickly pay down debt.

YOUR PRACTICE RETIREMENT PLANNING APR 28, 2016
Clients still need Social Security advice

File and suspend's elimination doesn't mean advisers should put Social Security planning on the shelf.

YOUR PRACTICE PRACTICE MANAGEMENT APR 08, 2016
Most women don't trust financial advisers

Plus: Bad news from the Bacon Cheeseburger Index, CFOs are feeling down, and getting a better cell phone plan.

YOUR PRACTICE EQUITIES MAR 16, 2016
We might all be better off if more women were managing money

<i>Breakfast with Benjamin</i> If the data is correct, women's investment returns have been trouncing men's for nearly a decade.

YOUR PRACTICE PRACTICE MANAGEMENT MAR 01, 2016
Nominate your best for InvestmentNews' 40 Under 40

InvestmentNews is beginning its search for the best and brightest among the advice industry's latest class of up-and-comers.

YOUR PRACTICE PRACTICE MANAGEMENT FEB 12, 2016
Sheryl Garrett on the importance of making impartial financial advice accessible to all

How she created a successful hourly financial planning firm for the average person despite early mistakes

YOUR PRACTICE WOMEN ADVISOR COMMUNITY JAN 27, 2016
Morningstar's Benz: My journey from copy editor to fund analyst

The firm's director of personal finance shares how she came to love the industry and the greatest compliment she's heard from fund managers.

What we'll remember about the markets in 2015
YOUR PRACTICE RIAS DEC 30, 2015
What we'll remember about the markets in 2015

Some highs and lows, swings and misses

YOUR PRACTICE RIAS DEC 11, 2015
Women's rise to senior positions at advisory firms has stalled

Despite having less experience than women, men in the service adviser role, for example, were nearly twice as likely to have been promoted in the past year.

YOUR PRACTICE WOMEN ADVISOR COMMUNITY DEC 08, 2015
What we can learn from women-led funds that outperform?

Studies show that women tend to be less overconfident, have a flatter probability weighting curve and may do a better job of matching expected outcomes with actual outcomes.

YOUR PRACTICE PRACTICE MANAGEMENT NOV 29, 2015
How advisers can close the industry's gender pay gap

Be aware that many women in your firm can do the jobs above those they're currently in, but might not recognize it.

Department of Labor's Borzi: Women have a powerful role in changing employee benefits law
YOUR PRACTICE RETIREMENT PLANNING NOV 29, 2015
Department of Labor's Borzi: Women have a powerful role in changing employee benefits law

The assistant labor secretary recounts her serendipitous career and what motivates her to help women facing financial crises in retirement.

YOUR PRACTICE OPINION NOV 28, 2015
Envestnet's Hardwick: Women need support at work and at home in order to succeed

The executive credits strong mentors and her husband for the success she has achieved today.

SheCapital gets women started with investing
YOUR PRACTICE FINTECH NOV 28, 2015
SheCapital gets women started with investing

After an illness unexpectedly put her in charge of her father's finances, SheCapital founder Tina Powell started a program to help fellow women better manage money.

YOUR PRACTICE WOMEN ADVISOR COMMUNITY NOV 27, 2015
Michelle Brennan Hall: Two realizations that shaped the businesswoman I am today

Having a mentor who sees the &quot;future you&quot; and good relationships are key to a strong career.