‘Ow!’ — not ‘wow’ — drives client change
The pivot point is salience: the motivational magic that's sparked when a piece of information has immediate relevance to the client's situation or expectations.
Pledges alone don’t catalyze diversity
It’s accountability and measurement that drive lasting change.
Programs to draw underrepresented groups into investing gain traction
New and expanding programs are crafting on-ramps for traditionally underrepresented investors to the world of private equity and venture capital.
Advisors stepping up to bond ladders as Fed pushes rates up another quarter point
Spreading fixed-income exposure over several years of maturities provides predictable income in an unpredictable economic environment.
Bucking the trend: Why some advisors refuse to outsource investment management
As portfolio management becomes increasingly commoditized, advisors make the case for managing assets in-house and promoting that to clients as a unique value-add.
How advisors can help the ‘unretired’ with their return to the workforce
The convergence of low bond prices, high inflation and market volatility has boosted the number of retirees being forced to go back to work.
Transparent gender data paves way for reaping gender-driven results, advocates say
Counting the number of women leading a company is harder than it looks, which complicates investors' ability to achieve gender-correlated returns.
ESG has DOL’s blessing. Here’s what can happen next in 401(k)s
Target-date funds that are sustainable or responsible are fair game now for retirement plans, but there aren't many of them.
Opaque business models cloud women’s way in advisory business
It's up to the industry to explain to potential recruits how advisors make a living.
Alexandra Lebenthal, third-generation Wall Streeter, invests in first-generation women business owners
Steeped in finance, Lebenthal turns her considerable influence to accelerate growth for women-led businesses.
Overlooked and underestimated, Asian women are more than ready to advance in the advisory industry
Asian women want and deserve more opportunities to prove their worth as experts, leaders and rainmakers.
Rising interest rates make cash management fun again
Financial advisers are adding value by finding higher yields for clients' cash balances.
Step-up in mortgage rates has advisers rethinking retirement strategies
Financial advisers are fielding calls from clients wondering what, if anything, they should be doing with their home loans now that 30-year fixed mortgages have pierced 6%.
Women now integrate inflation into intuitive risk assessments
In the wake of the economic and social upheaval of the past two years, more factors play into women's assessments of risk
Divorce and retirement: It’s a matter of trust
It's in your best interest to have a collaborative team that's working together, as well as someone who knows the divorce laws in your state and someone who knows finance.
Guiding pre-retirees through the emotional transition to retirement
Carson Wealth's Jason Juhl is tapping his retired clients to mentor those clients moving toward the 'next chapter.'
Latest crop of diversity programs hope to create wider, more welcoming points of entry
Goals include dismantling barriers and creating new ways to reach and invite women and minorities.
Market downturn shines new light on pros and cons of stock options
In the wake of the 12-year bull market, some financial planners and clients are getting their first look at the flip side of equity compensation.
Latest strategies for attracting Black college students to advisory careers take long view
Firms are investing in HBCUs and beyond, then creating a spectrum of entry points to financial industry careers.
Why finfluencers especially resonate with women and minorities
Style often trumps substance for personal finance commentators on social media platforms, though some are blending the best of digital and traditional advice
