Displaying 744 results
Intuition at the heart of understanding what makes clients tick
How positive prosperity reaped rewards for speaker at InvestmentNews’ upcoming Women Advisor Summit.
Women are struggling with health and wealth woes
Second-year poll of adult women shows financial and health-related concerns, with bipartisan support for federal policy solutions.
Women’s retirement outlook improving but headwinds persist: GSAM
Advisors need to personalize approach beyond saving more, earlier, and investing.
Raymond James adds advisor from Wells Fargo
South Florida-based advisor had been overseeing $105 million in client assets at Wells.
Changing the narrative for women in wealth
‘Wealth-building is the final frontier of feminism,’ says Hilary Hendershott of Hendershott Wealth Management
Keeping families together
The psychological aspect of wealth transfer is just as important as the financial aspect, if not more so, advisor says.
‘It’s about advice beyond investing’
UBS market executive Julie Fox explains how she provides her advisors with everything they need to build their practice and serve their wealthy clients
A firm designed for the digital age
Virtual meetings have personalized relationships with clients, says Rianka Dorsainvil, co-founder of 2050 Wealth Partners.
Women and CPAs are in focus at RIA Choreo
"It's smart to align with a proven center of influence, CPAs," an industry consultant says.
What separates men and women when it comes to household finances?
Survey finds that women report feeling the most knowledgeable when it comes to paying bills, maintaining good credit, and saving for emergencies.
Raymond James extends Florida reach with $750M advisor
The IBD adds veteran woman advisor with 23 years of industry experience from Charles Schwab.
Most advisors overestimate ability to serve retirement needs of female clients
But are they ready to provide the unique advice that's required?
7 ways to encourage women to pursue financial advisory careers
Firms benefit from different points of view and diversity; if women are underrepresented on your team, take steps to change that.
Raymond James nabs Wells Fargo advisor
The financial industry veteran from South Carolina joins the brokerage giant after previously managing around $250M in client assets.
Advisors can help fill life insurance gender gap, Limra says
Women have less insurance coverage and more concerns than men, but financial professionals can step in to bust myths about insurance.
More women advisors equal more clients
Female advisors share their experiences and insights in recognition of International Women’s Day.
An RIA by women for women (and everyone)
Expressive Wealth, led by women, takes an approach that includes having a clinical psychologist on staff.
Are women the next best investors?
The Pink Chip index aims to highlight how women-led companies are doing in the stock market.
Veteran dealmaker Nesvold lands at Emigrant Bank
Part of her focus will be to 'cultivate and elevate the story' of Emigrant Bank in the wealth management industry, she says.
Industry should reflect on pace of change
Advisory teams that can relate to our changing demographics not only makes sense socially but also from a business standpoint.
