Ex-Edward Jones rep understands trials and tribulations of small-business owners; 'Finance 'n Stilletos'
Advisers are building practices around life-altering events; nearly 16 million divorced women in the U.S.
Picking the right health insurance or life insurance is no small thing for divorcees; 'the darkest time'
How couples relate to advisers is changing.The emerging model is a more collaborative partnership in financial planning and investing, versus the archetype “primary” decision maker, according to this new white paper from LPL.
The number of high net worth women across the country is on the rise, and many of them are calling the financial shots in their households.There's an urgency to better understand – and effectively serve – this influential group of independent-minded women. But it's not so simple, and certainly not something to do on gut. Schwab Advisor Services conducted the Women and Financial Independence Study to provide some real insights into who high net worth women are, and what they are seeking from their advisers. An interesting picture emerged from our findings. For example, high net worth women favor performance over planning, though planning is still very important. They prefer shared decision-making versus sole control. The gender of an adviser matters less than age. And face-time is more important than email. Complete details can be found in the following pages.
They are a significant business opportunity, according to this white paper from Pershing LLC.
A new white paper on balancing the needs of both female and male clients from TD Ameritrade Institutional.
Women face a unique set of hurdles when it comes to saving for retirement, and those difficulties set them far behind men once they stop working.
Advisers hoping to attract more women to their practice need to hone their entertaining skills: networking is everything when it comes to marketing.
Too many spend more than they make; less likely to have rainy- day fund, as well
Investment performance trumps amenities, relationship-building, survey finds
Advisers to surviving spouses must acknowledge the 'elephant in the room'
Less than half of RIAs have a female investment adviser on staff, survey finds; 'wow'
Some are calling it a revolution. Women now control $18.4 trillion in consumer spending, hold approximately 30% of global wealth and are the sole heads of 32% of U.S households.
