Results for "women and investing"

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Translating legalese for divorcees

March 17, 2013

Contending with divorce cases has become a labor of love for Terri R. Munro, an adviser with HC Advisors LLC in Sandy Springs, Ga. The 30-year-old adviser began building her expertise in helping divorced women get back on their feet after she...

Therapist gets sound counseling from adviser

March 17, 2013

Daryl Thorne is fluent in concepts such as spiritual energy, karma and holistic psychological counseling. The Gaithersburg, Md., therapist is not an expert at managing money or running a business. For those challenges, she turns to Zaneilia...

Guiding widows into a new life

March 17, 2013

Twenty years ago, Joy Kirsch was widowed at the age of 30. “I was already a financial planner at the time, and I knew what I should be doing,” she said. “But I was not emotionally prepared for how it affected me — I really was the deer...

Familiar with the turf, adviser courts female entrepreneurs

March 17, 2013

As the founder and president of Harris & Harris Wealth Management Group LLC, Zaneilia Harris can empathize with her clients who are female entrepreneurs. Not only did she leave Edward Jones and establish her own shop, she did it in 2009 in the...

Women in transition

March 17, 2013

As Jennifer Failla was learning the ropes as a Merrill Lynch & Co. Inc. adviser in 2006, she felt that something was missing. She had clients, but she didn't have a sense of direction — a path to help her expand her practice. Then Ms. Failla...

Spouse's death left wife with difficult decisions

March 17, 2013

Terri Kennedy had to find a financial adviser when her husband, Jack, died after a long illness in 2005. Ms. Kennedy, who lives in Dallas, was co-founder with her late husband of Sports Coverage Inc., which makes bed and bath merchandise emblazoned...

Benefits, explained

March 17, 2013

Michelle Svagdis, 49, an elementary school teacher, first met Terri R. Munro nearly two years ago while divorcing her husband of 25 years. Her attorney played financial matchmaker with Ms. Munro, hoping that she could help guide the divorcee...

What women want in an adviser

March 13, 2013

Dune Thorne is a partner at Brown Advisory, where she serves as a portfolio manager and strategic adviser. She also founded the charity Invest In Girls Inc., a 3-year afterschool financial education program for young women. In this Q&A, Ms....

Women in transition

March 13, 2013

Jennifer Failla was learning the ropes as a Merrill Lynch & Co. Inc. adviser in 2006, she felt that she was missing something. She had clients, but she didn't have a sense of direction — a path to follow by which she could expand her practice....

Women's health care planning seen as pivotal

November 25, 2012

Financial advisers have an obligation to help female clients plan for health care needs and expenses, including evaluating the options for long-term-care insurance and Medicare, according to a panel of experts who participated in an InvestmentNews...

Ignoring clients' wives can be costly, panel says

November 18, 2012

Sobering data about women and their relationships with their financial advisers set the stage last Wednesday for a panel discussion on winning and retaining female clients. Advisers who focus on their male clients while ignoring those clients'...

Note to self: Don't ignore clients' wives

November 14, 2012

Sobering data about women and their relationships with their financial advisers set the stage today for a panel discussion on winning and retaining female clients. Advisers who focus on their male clients while ignoring those clients' wives...

Working with women calls for a different approach

October 1, 2012

One of the first things advisers need to understand about working with female clients is that women should be talked to and not at, adviser coach and consultant Elizabeth Jetton said today at the Financial Planning Association's annual conference...

Networking helps to land female clients

August 19, 2012

Female investors are an attractive client base for financial advisers, but reaching out to those prospective clients requires a refined approach, according to a panel of advisers participating in an InvestmentNews webcast last Tuesday. “I...

Networking key to attracting women clients

August 15, 2012

Advisers hoping to attract more women to their practice need to hone their entertaining skills: networking is everything when it comes to marketing. Women investors are an attractive client base for financial advisers, but reaching out to those...

Women facing 'retirement income glass ceiling'

July 31, 2012

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. “Due to persisting income disparities, a retirement income glass ceiling has been placed over...

Forget the Neutrogena— women want results from advisers

June 28, 2012

For all the emphasis on the need for financial advisers to build relationships with women before gaining their trust — and business — it turns out that investment performance matters, too. “Women are like any other investors,” said Bernard...

When it comes to managing their finances, women trail men

June 14, 2012

Women still lag behind men when it comes to managing their own money — such as spending less than they make — and in overall investment knowledge. According to a survey of 2,200 women and 500 men, about 62% of women said they have a handle...

Why widows ditch their advisers

May 9, 2012

Conventional wisdom holds that most women fire their financial adviser within three years of becoming a widow. Amy Florian, chief executive of bereavement counselor Corgenius Inc., knows why. “The adviser didn't ask me about what I was going...

Female clients more likely than men to make referrals

April 29, 2012

Women are more valuable clients then men. When a female client is happy with your services — whether you design home interiors, cut hair or provide financial advice — she is much more likely to recommend you to her friends and family, according...

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