Women Advisor Community

Displaying 764 results
YOUR PRACTICE LIFE INSURANCE AND ANNUITIES JUN 24, 2011
Gender split on target funds

Female retirement plan participants appear to display a greater inclination to place assets in target date funds than in target risk funds

YOUR PRACTICE RETIREMENT PLANNING DEC 12, 2010
Program helps women cope with 'life transitions'

An enormous number of women aren't getting the help they need to navigate major life changes

YOUR PRACTICE OPINION AUG 15, 2010
Minorities can enrich financial services industry

The confirmation a year ago of the first Hispanic Supreme Court justice, following the election of the first black president, has signaled for many people a growing appreciation of racial diversity and inclusiveness in the United States.

YOUR PRACTICE WOMEN ADVISOR COMMUNITY APR 07, 2010
Women sue BofA for alleged bias on bonuses

YOUR PRACTICE WOMEN ADVISOR COMMUNITY SEP 13, 2009
Native American tribe buys a broker-dealer

In what may be a first, a Native American tribe is buying a broker-dealer and money manager, with a plan to win business by using its status as a minority-owned firm to appeal to Native American investors.

YOUR PRACTICE WOMEN ADVISOR COMMUNITY SEP 09, 2009
An industry first? American Indian tribe buys a broker-dealer

In what may be a first, a tribe of Native Americans is buying a broker-dealer and money manager, with a plan to win business by using its status as a minority-owned firm to appeal to Native American investors.

YOUR PRACTICE WOMEN ADVISOR COMMUNITY AUG 09, 2009
What women want

Although women constitute a significant amount of global spending, many feel that they are underserved by businesses, particularly in the investment industry, according to a recently released survey from The Boston Consulting Group Inc.

YOUR PRACTICE WOMEN ADVISOR COMMUNITY JUL 28, 2009
Women take lead in cutting back on spending

Women are cutting back on discretionary expenses in this down economy more than men, according to a study released today.

YOUR PRACTICE RETIREMENT PLANNING JUL 07, 2009
Blacks, Hispanics lag in 401(k) participation

African Americans and Hispanics are less prepared for retirement than their white and Asian counterparts, according to a survey released today.

YOUR PRACTICE WOMEN ADVISOR COMMUNITY JUN 21, 2009
Do you 'get' female investors?

For all the talk of advisers recognizing the importance of female investors, it still seems there's a way to go.

YOUR PRACTICE PRACTICE MANAGEMENT JUN 21, 2009
Widows' needs being ignored by advisers

The nearly 800,000 women who become widows each year share something beyond loss.

YOUR PRACTICE WOMEN ADVISOR COMMUNITY APR 26, 2009
Stock market 'busts'

In the midst of the economic downturn, a few women working in the financial services industry are taking advantage of some other assets to build their portfolios.

YOUR PRACTICE LIFE INSURANCE AND ANNUITIES NOV 13, 2008
Minorities and middle market underserved niches

Agents and advisers are overlooking an opportunity for new life insurance sales: the middle market and minorities, said Catherine H .Smith, chief executive officer of U.S. insurance at ING North America Insurance Corp., in Atlanta.

YOUR PRACTICE WOMEN ADVISOR COMMUNITY OCT 29, 2008
Brokers: Merrill’s retention packages discriminatory

Merrill Lynch & Co. Inc. has been accused of discriminating against African American and female brokers, a claim based on the retention bonus package that was announced to the firm’s brokers last Friday.

YOUR PRACTICE WOMEN ADVISOR COMMUNITY OCT 06, 2008
Diversity Task Force unveiled

The Financial Planning Association's Diversity Task Force has created a scholarship program to help increase involvement among groups that are underrepresented in the financial industry.

YOUR PRACTICE WOMEN ADVISOR COMMUNITY SEP 26, 2008
Sham B-D targeted Hispanics, SEC says

The SEC has charged a man for running a fraudulent unregistered day-trading firm and violating federal securities laws.

YOUR PRACTICE WOMEN ADVISOR COMMUNITY SEP 02, 2008
Study: Women should lighten equity load

Due to their longer life expectancies, woman should allocate much less to equities than advisers normally recommend, according to an academic paper.

YOUR PRACTICE WOMEN ADVISOR COMMUNITY SEP 01, 2008
Wealthy wives want equal treatment from advisers

Married wealthy women want to be treated as equal partners in terms of financial decisions when they meet with financial advisers, according to a study from Mintel International Group Ltd. released exclusively to <i>InvestmentNews</i>.

YOUR PRACTICE WOMEN ADVISOR COMMUNITY SEP 01, 2008
African-Americans, Hispanics struggle to maintain lifestyle

Remaining in the middle class has been especially tough for African-American and Hispanic families in this year's difficult economic times, according to financial advisers and a recent public-policy report.

YOUR PRACTICE WOMEN ADVISOR COMMUNITY SEP 01, 2008
Survey: Most women not very trusting of advisers

The good news is that women trust financial advisers more than automobile mechanics. The bad news is that they trust advisers less than insurance agents.