Women Advisor Community

Displaying 773 results
YOUR PRACTICE PRACTICE MANAGEMENT MAR 27, 2014
Live! From TD Ameritrade Institutional: How to get and keep female clients: R-E-S-P-E-C-T

Women feel more negatively about the financial industry than they do about car salespeople.

By Liz Skinner
YOUR PRACTICE RIAS MAR 27, 2014
Krawcheck says advisory business still coming up short in reaching out to women

The trailblazer says the advisory business is still coming up short in reaching out to women, both as advisers and clients, and explains why.

By Jeff Benjamin
YOUR PRACTICE PRACTICE MANAGEMENT MAR 27, 2014
The financial feminine mystique backed by hard numbers

Data show women hedge fund managers outperformed the index.

By Jeff Benjamin
YOUR PRACTICE PRACTICE MANAGEMENT FEB 21, 2014
Emerging markets get more attractive by the day

<i>Breakfast with Benjamin:</i> Emerging markets getting more and more attractive. Plus: Bill Gross bounces back, the February buying opportunity, this isn't 1929, and Goldman manicures an apology for giving nail files to women.

By Jeff Benjamin
YOUR PRACTICE EQUITIES FEB 20, 2014
What's Apple got up its sleeve?

<i>Breakfast with Benjamin:</i> Apple's latest acquisition and what else it has up its sleeve. Plus: Microsoft's latest move; Netflix subscribers using Comcast can breathe easier; small investors get back into the trading game and training advisers to work with women.

By Gregory Crawford
YOUR PRACTICE PRACTICE MANAGEMENT JAN 31, 2014
Guiding widows into a new life

Working with women who've lost a spouse requires behavioral-finance acumen; 'decision-free zone'

By DJAMIESON
YOUR PRACTICE PRACTICE MANAGEMENT JAN 31, 2014
Spouse's death left wife with difficult decisions

Suddenly hit with questions about life insurance and wills; tough choices under the best of circumstances

By DJAMIESON
YOUR PRACTICE WOMEN ADVISOR COMMUNITY JAN 27, 2014
Investing in women's network, Sallie Krawcheck goes from advocacy to action

Female advisers see value of women-only business events.

By Liz Skinner
YOUR PRACTICE PRACTICE MANAGEMENT JAN 16, 2014
Women advisers: 'Take that step forward'

Women have no less ambition, rights activist said at symposium aimed at helping female advisers build successful businesses.

By Liz Skinner
YOUR PRACTICE PRACTICE MANAGEMENT JAN 16, 2014
Female clients explain what they value in an adviser

Personal approach beats out performance because respect and clear communication are key.

By Liz Skinner
I passed the CFP exam (but you can't call me a certified financial planner)
YOUR PRACTICE RETIREMENT PLANNING DEC 26, 2013
I passed the CFP exam (but you can't call me a certified financial planner)

Mary Beth Franklin passed the Certified Financial Planner Board of Standards Inc.'s certification exam. But unfortunately, you can't call her a certified financial planner &#8212; and probably never will.

By Mary Beth Franklin
YOUR PRACTICE PRACTICE MANAGEMENT NOV 08, 2013
Don't condescend to Gen Y women

Advisers who can show how they can make a person's financial life easier &#8212; without coming off as condescending &#8212; will find an enthusiastic audience in Generation Y women, experts said.

By Liz Skinner
YOUR PRACTICE WOMEN ADVISOR COMMUNITY NOV 06, 2013
Don't 'lean in' to stereotypes, just be yourself

Has the financial advisory industry disenfranchised women because they are expected to emulate male stereotypes?

By rkodialam
YOUR PRACTICE PRACTICE MANAGEMENT OCT 29, 2013
Women in the advice business

Are women on the rise or dropping out of the career track before the next promotion? A snapshot from the 2013 <i>InvestmentNews</i>/Moss Adams Adviser Compensation and Staffing Study capturing gender breakdown of pay and work in the advisory industry.

By Andrew Leigh
YOUR PRACTICE PRACTICE MANAGEMENT OCT 11, 2013
True grit

For female advisers, getting into the business &#8212; and getting ahead &#8212; takes grit, grind and goals but the result is often an exceptional financial pro. <i>Plus, check out the entire <a href=&quot;http://www.investmentnews.com/section/specialreport/20130728/WOMEN0728&quot;>Women in Advice</a> series</i>

By Liz Skinner
YOUR PRACTICE PRACTICE MANAGEMENT AUG 14, 2013
Women-friendly, with the seal to prove it

New award designates advisers and firms as trusted sources for women.

By Liz Skinner
YOUR PRACTICE WOMEN ADVISOR COMMUNITY AUG 11, 2013
Make industry more appealing to women

By MFXFeeder
YOUR PRACTICE WOMEN ADVISOR COMMUNITY AUG 01, 2013
More moms in charge of the wallet pose opportunities, challenges for advisers

Pew finds 40% of households with kids under 18 have mothers as either sole or primary breadwinner.

By Darla Mercado
YOUR PRACTICE WOMEN ADVISOR COMMUNITY JUL 28, 2013
The feminine famine in financial services

Shortage of female advisers to guide growing ranks of women investors

By Mary Beth Franklin
YOUR PRACTICE PRACTICE MANAGEMENT JUL 28, 2013
Recruiter says women part of the reason for low numbers of female advisers

Question the ability to strike the work-life balance they seek.

By Liz Skinner