You have to identify your target market, locate potential customers in your target market, find ways to attract or get in front of them.
Acquiring female clients may be more difficult, but once you do, they often become loyal advocates of your services.
Financial Planning Re-entry Initiative will establish internships for returning professionals.
Ms. Katz was given the lifetime achievement award Wednesday, while 20 other female financial advisers and leaders of the industry were celebrated as Women to Watch.
Treasury market brokerage buys asset management, family office units outright.
Three new portfolios from Motif Investing promise to refund a monthly subscription fee for underperformance
We have a responsibility to help strengthen our community wherever we can, and help it prepare to thrive in the years ahead.
Survey finds 59% of divorcees say finances played a role in break-up.
Many more older women apt to seek out financial advice, increase savings and spend less
Females in RIA channels especially coming up short
The importance of your healthy, open communication with the client and the same between her and her partner cannot be overstated.
By engaging diverse professionals, we can tap into their passions for the benefit of the profession.
These four lessons can help you make your practice more female friendly.
Fair compensation for women in the financial services industry remains a sore point.
New report details the high cost of living longer with fewer resources than men.
Adviser said she was reduced to a "glorified secretary" and fired after reporting a superior for violating insider trading rules.
Industry pioneers employ multifaceted approaches to bring financial planning to the masses.
Firms majority owned by women in <i>InvestmentNews</i> study were more likely to be top performers – and to staff more women.
Plus: Congress paves the road to becoming filthy rich, NextShares gains traction, and banking on a Clinton victory
