Mastering the right way to communicate with powerful women and their partners could be a boon to advisers' businesses.
Advisers who have the patience, empathy and courage to sift through what matters most to powerful female clients can help them create a plan for success that's likely to make them clients for life.
Lifetime channel's “The Balancing Act” hosts discussion on managing money
Divorce and widowhood require sensitive communication and help in gaining confidence.
Despite gains, steep learning curve remains on investing and cash management.
The ex-wirehouse executive is throwing her weight and her money behind a revived mutual fund that invests in publicly traded companies that have greater numbers of women in management positions, saying values and returns can align when advisers invest in gender diversity.
<i>Breakfast with Benjamin:</i> What bond investors can learn from Lebron James. Plus: Gold: It all depends on the Fed; commodities as a geopolitical hedge; investing in women; and golf stocks come up short.
Advisers forced to go beyond numbers when faced with clients' concerns
It's time to take action to bring more women into the advisory profession.
<i>Breakfast with Benjamin:</i> Barclays: Following in the footsteps of Sallie Krawcheck. Plus: The volatility play: Cheap but risky, bond managers brace for higher rates, dancing around the issue of student loan debt, and a potato salad venture whets the tax man's appetite.
Most advisory firms pay summer interns, but those that don't say the experience is still worthwhile.
<i>Breakfast with Benjamin:</i> The dollar is enjoying a big rally right into earnings season. Plus: Goldman moves up its rate hike forecast, putting GDP in perspective, El-Erian reads Yellen's mind, and proven old-school investing techniques.
You and your organization can have a lifetime of impact with just a fraction of your day.
If advisory firms are truly interested in attracting more women, they will get behind the CFP Board initiatives to attract more women to financial planning.
Financial planning and advice firms recruit women less, hire them less often and pay them less than men, a new report from the Certified Financial Planning Board of Standards found.
Advisers wanting to work with LGBT clients will have to stay current on the changing state laws and realize how their clients' residences can shape their retirement and estate planning.
<i>InvestmentNews</i> panel digs into ways the advisory business can break its 'old, male and pale' image
N.Y. Supreme Court justice dismisses a complaint from three former trainees who claimed they were given a book called “Seducing the Boys' Club” and ultimately fired out of bias.
Investors on a panel at an InvestmentNews retirement income conference said they value the expertise of advisers, especially as they get close to or enter retirement
Advisers don't have to be divorce experts to help clients take these necessary steps
