To win trust, presume nothing - and listen closely.
Glance around most financial advisory conferences, and it is hard not to notice that white men greatly outnumber the women and minorities in the room.
This afternoon, <i>InvestmentNews</i> is hosting the first webcast in a year-long series focused on working with female clients.
There is no doubt that women investors represent a tremendous growth opportunity for financial advisers.
While recognizing the differences is important, singling out women is a mistake
Cathy Saunders, head of the RIA business at Putnam Investments, offers advice to advisers on ways to capture - and keep - female clients.
The Supreme Court has refused to revive a bid to sue Bank of America Corp.'s Merrill Lynch unit for allegedly paying 700 black financial advisers less than their white counterparts
The Great Recession ended in June 2009, but don't tell that to women
Sherri Stephens remembers the first investment conference that she attended at Raymond James Financial Inc., when she was in her early 20s
A Fidelity survey of married couples finds that they aren't on the same page when it comes to retirement planning, finances.
