Women Advisor Community

Displaying 773 results
Lessons from the $1B divorce case: How to split business assets
YOUR PRACTICE REGULATION AND LEGISLATION JAN 30, 2015
Lessons from the $1B divorce case: How to split business assets

What do a spouse's efforts mean for the valuation of a business and its division in two?

By Darla Mercado
YOUR PRACTICE RETIREMENT PLANNING JAN 18, 2015
Medicare's long, strange trip

From barely registering to an integral component

By Katy Votava
Chris Rock's divorce offers lessons in divorce planning
YOUR PRACTICE WOMEN ADVISOR COMMUNITY JAN 14, 2015
Chris Rock's divorce offers lessons in divorce planning

Prenups require periodic review, as do sunset provisions that can protect monied spouses.

By Darla Mercado
YOUR PRACTICE RETIREMENT PLANNING JAN 12, 2015
Finding solutions to the key challenges of modern retirement

The brief golden age of retirement is over, but investing legend Charles Ellis outlines solutions to a potential crisis.

By Mary Beth Franklin
YOUR PRACTICE RETIREMENT PLANNING JAN 09, 2015
The 401(k) gender gap: Women are saving more than men

Even though men make $1 to a woman's 77 cents, women were the bigger savers over the past 12 months and for men and women with similar salaries, women average higher balances in their 401(k)s.

By Bloomberg
YOUR PRACTICE PRACTICE MANAGEMENT JAN 09, 2015
Focusing on female clients means helping with their lives, not just money

Advisers give tips on what successful women want in a financial professional.

By Liz Skinner
YOUR PRACTICE PRACTICE MANAGEMENT DEC 21, 2014
How advisers are guiding clients through critical crossroads

Advisers forced to go beyond numbers when faced with clients' concerns

By InvestmentNews Staff
YOUR PRACTICE RIAS DEC 12, 2014
Krawcheck: Wirehouses undaunted by RIA growth

Former brokerage executive Sallie Krawcheck downplayed the rise of wirehouse breakaways, telling a conference of advisers that wirehouses have more important things to worry about.

By Mason Braswell
YOUR PRACTICE RIAS DEC 08, 2014
Wall Street makes a case for why consumers should be spending big

On Monday's <i>Breakfast with Benjamin</i>, Wall Street makes its case for why consumers should be spending big. Plus: Avoiding 'bag lady syndrome', the insurance industry gets digital, and oil starts to look and feel like a free market.

By Jeff Benjamin
How one single woman can collect three types of Social Security benefits
YOUR PRACTICE RETIREMENT PLANNING DEC 07, 2014
How one single woman can collect three types of Social Security benefits

How one single woman can potentially collect three types of Social Security benefits and rack up significant guaranteed retirement income.

By Mary Beth Franklin
YOUR PRACTICE PRACTICE MANAGEMENT NOV 28, 2014
Advisers find new ways to attract increasingly wealthy population — women

Buckingham hires novel director position focused on financial solutions for female clients.

By Liz Skinner
YOUR PRACTICE RETIREMENT PLANNING NOV 18, 2014
Majority of women claim Social Security early

Education campaign promotes working with financial advisers to optimize benefits.

By Mary Beth Franklin
YOUR PRACTICE OPINION NOV 18, 2014
What to do about dementia? Advice for the adviser

To efficiently serve and protect clients that develop dementia, specific steps can be taken

By Steve Starnes
YOUR PRACTICE PRACTICE MANAGEMENT NOV 06, 2014
Schwab launches program to boost diversity in RIA industry

Initiative will help educate advisers about recruiting women, young people and minorities.

By Bianca Flowers
YOUR PRACTICE WOMEN ADVISOR COMMUNITY NOV 04, 2014
Lessons learned during my first six months as an adviser

One female adviser reflects on her big leap from her former sales assistant role.

By Stacy J. Caudill
YOUR PRACTICE PRACTICE MANAGEMENT OCT 22, 2014
It's time for a revolution in how advisers work with couples

Advisers could increase client loyalty, retain more assets and continue to work with the next generation by rethinking approach to couples.

By Kathleen Burns Kingsbury
YOUR PRACTICE PRACTICE MANAGEMENT OCT 22, 2014
It's time for a revolution in how advisers work with couples

Advisers could increase client loyalty, retain more assets and continue to work with the next generation by rethinking approach to couples.

By Kathleen Burns Kingsbury
YOUR PRACTICE WOMEN ADVISOR COMMUNITY OCT 22, 2014
4 mistakes advisers make with Millennial women

Make sure you don't alienate the next generation of female clients that are poised to amass more wealth than their parents.

By Mary Beth Storjohann
YOUR PRACTICE WOMEN ADVISOR COMMUNITY OCT 22, 2014
How to successfully engage executive female clients

As women achieve new levels of success, advisers who know how to best serve them will reap the rewards.

By Christine Gaze
YOUR PRACTICE BROKER DEALERS OCT 17, 2014
Two big developments in retirement planning grab advisers' attention

Social Security and annuities make news, LPL's regulatory headaches continue, and the rest of this week's must-read stories for advisers.

By Andrew Leigh