Make sure you “wow” female clients before divorce or widowhood
Follow these six steps to make sure you adequately address the needs of grieving clients
Morgan Stanley chief financial officer Ruth Porat called the low number of women running U.S. companies an “embarrassment” that shows the need for new laws.
One way to address the lack of minorities is to be open about it
Sallie Krawcheck, the former Bank of America Corp. and Citigroup Inc. executive, said women lost ground on Wall Street after the financial crisis because executives and boards hired people who looked like them.
Advisers can be a critical guide in securing financial health during transition
Congresswoman encourages growth in number of female financial advisers.
Women can readily adopt the skills necessary to work effectively with clients today
Wells Fargo report says few men or women are contributing recommended 10% to their 401(k).
They're less willing to take risks with money than men, but they'll ensure the mortgage is paid off.
Gray divorce and its financial implications: The rising number of splits later in life means that untangling the assets is more complicated
Gender bias is alive and well in the financial advisory industry, and though eliminating it will be a monumental effort, everyone can play a role to ensure aspiring women advisers thrive.
More women hold positions other than lead advisory roles, but that could change with time
CFP Board to announce results of new research on “feminine famine” in financial advice
Some divorced spouses are clueless about Social Security benefits
Renowned behavioral economist Daniel Kahneman says advisers must recognize the cost and futility of betting against the market and trading too much.
Premarital agreements on the rise, and they're no longer just for the wealthy.
Don't let these well-intended faux pas strain important relationships
One woman reflects on her experience as part of Raymond James' new program to educate client associates
