Adviser coach says appeal to women's penchant for asking questions.
The journey back from divorce can be taxing, reports Darla Mercado. Indeed, the hit from the IRS can make a painful situation worse.
Advisers should create trusting relationships, not put sole focus on investment performance.
CFP Board pulling together panel to look at challenges women planners face
Portfolio manager and strategic adviser Dune Thorne talks about building and growing your women clientele and what to be prepared for as Gen X and Gen Y women begin to build their asset base.
Building a practice around life-changing events
Dealing with settlements and emotions is time-consuming yet rewarding
Thorne relies on Harris for analysis — of investments; 'not business-savvy'
Ex-Edward Jones rep understands trials and tribulations of small-business owners; 'Finance 'n Stilletos'
Advisers are building practices around life-altering events; nearly 16 million divorced women in the U.S.
Picking the right health insurance or life insurance is no small thing for divorcees; 'the darkest time'
How couples relate to advisers is changing.The emerging model is a more collaborative partnership in financial planning and investing, versus the archetype “primary” decision maker, according to this new white paper from LPL.
The number of high net worth women across the country is on the rise, and many of them are calling the financial shots in their households.There's an urgency to better understand – and effectively serve – this influential group of independent-minded women. But it's not so simple, and certainly not something to do on gut. Schwab Advisor Services conducted the Women and Financial Independence Study to provide some real insights into who high net worth women are, and what they are seeking from their advisers. An interesting picture emerged from our findings. For example, high net worth women favor performance over planning, though planning is still very important. They prefer shared decision-making versus sole control. The gender of an adviser matters less than age. And face-time is more important than email. Complete details can be found in the following pages.
They are a significant business opportunity, according to this white paper from Pershing LLC.
A new white paper on balancing the needs of both female and male clients from TD Ameritrade Institutional.
