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Translating legalese for divorcees
Dealing with settlements and emotions is time-consuming yet rewarding
Therapist gets sound counseling from adviser
Thorne relies on Harris for analysis — of investments; 'not business-savvy'
Familiar with the turf, adviser courts female entrepreneurs
Ex-Edward Jones rep understands trials and tribulations of small-business owners; 'Finance 'n Stilletos'
Benefits, explained
Picking the right health insurance or life insurance is no small thing for divorcees; 'the darkest time'
Women in transition
Advisers are building practices around life-altering events; nearly 16 million divorced women in the U.S.
Strategies on advising couples
How couples relate to advisers is changing.The emerging model is a more collaborative partnership in financial planning and investing, versus the archetype “primary” decision maker, according to this new white paper from LPL.
Women and financial independence study: Schwab white paper
The number of high net worth women across the country is on the rise, and many of them are calling the financial shots in their households.There's an urgency to better understand – and effectively serve – this influential group of independent-minded women. But it's not so simple, and certainly not something to do on gut. Schwab Advisor Services conducted the Women and Financial Independence Study to provide some real insights into who high net worth women are, and what they are seeking from their advisers. An interesting picture emerged from our findings. For example, high net worth women favor performance over planning, though planning is still very important. They prefer shared decision-making versus sole control. The gender of an adviser matters less than age. And face-time is more important than email. Complete details can be found in the following pages.
Women are not a ‘niche’ market
They are a significant business opportunity, according to this white paper from Pershing LLC.
Essential skills for advising couples
A new white paper on balancing the needs of both female and male clients from TD Ameritrade Institutional.
Women’s health care planning seen as pivotal
Financial advisers have an obligation to help female clients plan for health care needs and expenses, including evaluating…
Note to self: Don’t ignore clients’ wives
Sobering data about women and their relationships with their financial advisers set the stage today for a panel…
Working with women calls for a different approach
One of the first things advisers need to understand about working with female clients is that women should…
Ignoring clients’ wives can be costly, panel says
Sobering data about women and their relationships with their financial advisers set the stage last Wednesday for a…
Women facing ‘retirement income glass ceiling’
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.
Networking helps to land female clients
Female investors are an attractive client base for financial advisers, but reaching out to those prospective clients requires…
Networking key to attracting women clients
Advisers hoping to attract more women to their practice need to hone their entertaining skills: networking is everything when it comes to marketing.
When it comes to managing their finances, women trail men
Too many spend more than they make; less likely to have rainy- day fund, as well
Forget the Neutrogena— women want results from advisers
Investment performance trumps amenities, relationship-building, survey finds
Why widows ditch their advisers
Advisers to surviving spouses must acknowledge the 'elephant in the room'
Women control the purse strings — so where are all the female advisers?
Less than half of RIAs have a female investment adviser on staff, survey finds; 'wow'
