Women Advisor Community

Displaying 764 results
YOUR PRACTICE RETIREMENT PLANNING MAY 12, 2014
Retirement plan diversification improving, women take the lead

Wells Fargo report says few men or women are contributing recommended 10% to their 401(k).

YOUR PRACTICE EQUITIES MAY 12, 2014
Are women financially conservative or just economically realistic?

They're less willing to take risks with money than men, but they'll ensure the mortgage is paid off.

9 steps to protect your financial future after a divorce
YOUR PRACTICE OPINION MAY 11, 2014
9 steps to protect your financial future after a divorce

Gray divorce and its financial implications: The rising number of splits later in life means that untangling the assets is more complicated

YOUR PRACTICE WOMEN ADVISOR COMMUNITY MAY 04, 2014
Women CFPs satisfied with careers, but bias remains rampant

Gender bias is alive and well in the financial advisory industry, and though eliminating it will be a monumental effort, everyone can play a role to ensure aspiring women advisers thrive.

YOUR PRACTICE PRACTICE MANAGEMENT MAY 01, 2014
Closing the female-adviser gap

More women hold positions other than lead advisory roles, but that could change with time

YOUR PRACTICE PRACTICE MANAGEMENT APR 16, 2014
Where are the female CFP professionals?

CFP Board to announce results of new research on “feminine famine” in financial advice

YOUR PRACTICE RETIREMENT PLANNING APR 14, 2014
What female retirees don't know can hurt them

Some divorced spouses are clueless about Social Security benefits

YOUR PRACTICE PRACTICE MANAGEMENT APR 08, 2014
Daniel Kahneman's top advice: Don't churn accounts

Renowned behavioral economist Daniel Kahneman says advisers must recognize the cost and futility of betting against the market and trading too much.

YOUR PRACTICE PRACTICE MANAGEMENT APR 08, 2014
Client's got stars in his eyes? Insist on a prenup

Premarital agreements on the rise, and they're no longer just for the wealthy.

YOUR PRACTICE PRACTICE MANAGEMENT APR 01, 2014
Five common mistakes advisers make with female clients

Don't let these well-intended faux pas strain important relationships

YOUR PRACTICE PRACTICE MANAGEMENT MAR 27, 2014
The leap from sales assistant to adviser

One woman reflects on her experience as part of Raymond James' new program to educate client associates

YOUR PRACTICE PRACTICE MANAGEMENT MAR 27, 2014
Live! From TD Ameritrade Institutional: How to get and keep female clients: R-E-S-P-E-C-T

Women feel more negatively about the financial industry than they do about car salespeople.

YOUR PRACTICE RIAS MAR 27, 2014
Krawcheck says advisory business still coming up short in reaching out to women

The trailblazer says the advisory business is still coming up short in reaching out to women, both as advisers and clients, and explains why.

YOUR PRACTICE PRACTICE MANAGEMENT MAR 27, 2014
The financial feminine mystique backed by hard numbers

Data show women hedge fund managers outperformed the index.

YOUR PRACTICE PRACTICE MANAGEMENT FEB 21, 2014
Emerging markets get more attractive by the day

<i>Breakfast with Benjamin:</i> Emerging markets getting more and more attractive. Plus: Bill Gross bounces back, the February buying opportunity, this isn't 1929, and Goldman manicures an apology for giving nail files to women.

YOUR PRACTICE EQUITIES FEB 20, 2014
What's Apple got up its sleeve?

<i>Breakfast with Benjamin:</i> Apple's latest acquisition and what else it has up its sleeve. Plus: Microsoft's latest move; Netflix subscribers using Comcast can breathe easier; small investors get back into the trading game and training advisers to work with women.

YOUR PRACTICE PRACTICE MANAGEMENT JAN 31, 2014
Guiding widows into a new life

Working with women who've lost a spouse requires behavioral-finance acumen; 'decision-free zone'

YOUR PRACTICE PRACTICE MANAGEMENT JAN 31, 2014
Spouse's death left wife with difficult decisions

Suddenly hit with questions about life insurance and wills; tough choices under the best of circumstances

YOUR PRACTICE WOMEN ADVISOR COMMUNITY JAN 27, 2014
Investing in women's network, Sallie Krawcheck goes from advocacy to action

Female advisers see value of women-only business events.

YOUR PRACTICE PRACTICE MANAGEMENT JAN 16, 2014
Women advisers: 'Take that step forward'

Women have no less ambition, rights activist said at symposium aimed at helping female advisers build successful businesses.