Women Advisor Community

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YOUR PRACTICE RETIREMENT PLANNING OCT 06, 2016
Most women claim Social Security early

Reduced lifetime income will force many to spend bulk of benefits on health care.

By Mary Beth Franklin
YOUR PRACTICE WOMEN ADVISOR COMMUNITY OCT 05, 2016
Firms must look for female advisers in unusual occupations

Raymond James drums up interest among teachers, attorneys, real-estate agents and psychologists for potential recuits.

By Christine Idzelis
YOUR PRACTICE WOMEN ADVISOR COMMUNITY SEP 21, 2016
Morgan Stanley urges advisers to embrace female-friendly investment strategies

The firm has about 30 investment products for clients who want to help women gain equality

By Christine Idzelis
YOUR PRACTICE RIAS SEP 15, 2016
Sallie Krawcheck's Ellevest raises $9 million from group including Venus Williams

The fintech start-up is creating an investment platform that uses a proprietary algorithm that considers women's earlier salary peaks and longer life spans.

By Christine Idzelis
Erica McGinnis stepping down as CEO of Advisor Group
YOUR PRACTICE PRACTICE MANAGEMENT AUG 30, 2016
Erica McGinnis stepping down as CEO of Advisor Group

The broker-dealer network is seeking a new chief executive as Valerie Brown temporarily fills the role.

By Christine Idzelis
YOUR PRACTICE PRACTICE MANAGEMENT AUG 16, 2016
Why aren't there more women fund managers?

Men still overwhelmingly dominate investment management, but women have made inroads, especially in money market funds.

By John Waggoner
YOUR PRACTICE OPINION JUL 26, 2016
Why women tend to outperform men when investing

By Kara Murphy
YOUR PRACTICE PRACTICE MANAGEMENT JUL 24, 2016
3 things financial advisers need to know when serving female clients

Perhaps when it comes to their financial lives, women are a lot like men but with higher standards.

By Joe Duran
YOUR PRACTICE RIAS JUL 24, 2016
Women to Watch 2016: Nominations open for female leaders of the advice industry

Shine a light on the many talented, successful women who serve as role models and leaders in the industry.

By SSIRACUSE
YOUR PRACTICE PRACTICE MANAGEMENT JUL 11, 2016
Dawn Bennett plays the victim, challenges SEC ruling

Plus: Oil is low and going lower, active managers get bested by a cat, and what you can learn from your rich neighbors

By Jeff Benjamin
YOUR PRACTICE FINTECH JUN 19, 2016
Women-focused robo-adviser SheCapital shuts down

Not enough investors signed up for the niche platform that started about a year ago.

By Alessandra Malito
YOUR PRACTICE PRACTICE MANAGEMENT JUN 19, 2016
Recognize what makes female clients different

Women's financial concerns and goals vary widely, depending on factors such as age, professional standing and marital status.

By Liz Skinner
YOUR PRACTICE OPINION JUN 02, 2016
Help more women succeed as financial planners

Encouraging more women to join the industry would go a long way toward addressing the looming talent gap and better reflect the marketplace we serve.

By Kate Healy
YOUR PRACTICE PRACTICE MANAGEMENT MAY 15, 2016
Women, money and investing

By Ellie Zhu
Help women tackle their larger student debt burden
YOUR PRACTICE WOMEN ADVISOR COMMUNITY APR 29, 2016
Help women tackle their larger student debt burden

Advisers should encourage clients to avoid taking on too large a loan in the first place, and implement repayment strategies to quickly pay down debt.

By Liz Skinner
YOUR PRACTICE RETIREMENT PLANNING APR 28, 2016
Clients still need Social Security advice

File and suspend's elimination doesn't mean advisers should put Social Security planning on the shelf.

By MFXFeeder
YOUR PRACTICE PRACTICE MANAGEMENT APR 08, 2016
Most women don't trust financial advisers

Plus: Bad news from the Bacon Cheeseburger Index, CFOs are feeling down, and getting a better cell phone plan.

By Jeff Benjamin
YOUR PRACTICE EQUITIES MAR 16, 2016
We might all be better off if more women were managing money

<i>Breakfast with Benjamin</i> If the data is correct, women's investment returns have been trouncing men's for nearly a decade.

By Jeff Benjamin
YOUR PRACTICE PRACTICE MANAGEMENT MAR 01, 2016
Nominate your best for InvestmentNews' 40 Under 40

InvestmentNews is beginning its search for the best and brightest among the advice industry's latest class of up-and-comers.

By FGabriel
YOUR PRACTICE PRACTICE MANAGEMENT FEB 12, 2016
Sheryl Garrett on the importance of making impartial financial advice accessible to all

How she created a successful hourly financial planning firm for the average person despite early mistakes

By Liz Skinner