Personal approach beats out performance because respect and clear communication are key.
Mary Beth Franklin passed the Certified Financial Planner Board of Standards Inc.'s certification exam. But unfortunately, you can't call her a certified financial planner — and probably never will.
Advisers who can show how they can make a person's financial life easier — without coming off as condescending — will find an enthusiastic audience in Generation Y women, experts said.
Has the financial advisory industry disenfranchised women because they are expected to emulate male stereotypes?
Are women on the rise or dropping out of the career track before the next promotion? A snapshot from the 2013 <i>InvestmentNews</i>/Moss Adams Adviser Compensation and Staffing Study capturing gender breakdown of pay and work in the advisory industry.
For female advisers, getting into the business — and getting ahead — takes grit, grind and goals but the result is often an exceptional financial pro. <i>Plus, check out the entire <a href="http://www.investmentnews.com/section/specialreport/20130728/WOMEN0728">Women in Advice</a> series</i>
New award designates advisers and firms as trusted sources for women.
Pew finds 40% of households with kids under 18 have mothers as either sole or primary breadwinner.
Shortage of female advisers to guide growing ranks of women investors
Question the ability to strike the work-life balance they seek.
Adviser coach says appeal to women's penchant for asking questions.
The journey back from divorce can be taxing, reports Darla Mercado. Indeed, the hit from the IRS can make a painful situation worse.
Advisers should create trusting relationships, not put sole focus on investment performance.
CFP Board pulling together panel to look at challenges women planners face
Portfolio manager and strategic adviser Dune Thorne talks about building and growing your women clientele and what to be prepared for as Gen X and Gen Y women begin to build their asset base.
Building a practice around life-changing events
Dealing with settlements and emotions is time-consuming yet rewarding
Thorne relies on Harris for analysis — of investments; 'not business-savvy'
