Table of Contents

Issue Date: August 21, 2014


Female clients' unique approach to investing

By Liz Skinner

Female clients think about investing differently, with focuses ranging from retirement to impact investing, and it's up to advisers to meet them on common ground. More: The Women and Investing special report

Betting on women-led companies

By Darla Mercado

The company's president and CEO talks about a new fund investing in firms with diverse leadership. Plus don't miss: Women and Investing special report

Advising women through transitions

The Following is an edited version of a webcast on female investors held July 22. It was moderated by Mary Beth Franklin, contributing editor at


Proliferation of ETFs both good and bad

A big issue for advisers and investors is the ever-expanding universe of ETFs.

Other Voices

Letters to the Editor

Practice Management

News for Financial Advisers

The Tax-Conscious Adviser