Women Advisor Community

Displaying 773 results
YOUR PRACTICE RETIREMENT PLANNING OCT 01, 2012
Women facing 'retirement income glass ceiling'

Women face a unique set of hurdles when it comes to saving for retirement, and those difficulties set them far behind men once they stop working.

By Darla Mercado
YOUR PRACTICE WOMEN ADVISOR COMMUNITY AUG 19, 2012
Networking helps to land female clients

By Darla Mercado
YOUR PRACTICE RIAS AUG 15, 2012
Networking key to attracting women clients

Advisers hoping to attract more women to their practice need to hone their entertaining skills: networking is everything when it comes to marketing.

By Darla Mercado
When it comes to managing their finances, women trail men
YOUR PRACTICE WOMEN ADVISOR COMMUNITY JUN 28, 2012
When it comes to managing their finances, women trail men

Too many spend more than they make; less likely to have rainy- day fund, as well

By Liz Skinner
Forget the Neutrogena— women want results from advisers
YOUR PRACTICE PRACTICE MANAGEMENT JUN 26, 2012
Forget the Neutrogena— women want results from advisers

Investment performance trumps amenities, relationship-building, survey finds

By AOSTERLAND
Why widows ditch their advisers
YOUR PRACTICE WOMEN ADVISOR COMMUNITY JUN 14, 2012
Why widows ditch their advisers

Advisers to surviving spouses must acknowledge the 'elephant in the room'

By LKUYKENDALL
Women control the purse strings — so where are all the female advisers?
YOUR PRACTICE PRACTICE MANAGEMENT JUN 14, 2012
Women control the purse strings — so where are all the female advisers?

Less than half of RIAs have a female investment adviser on staff, survey finds; 'wow'

By LKUYKENDALL
YOUR PRACTICE PRACTICE MANAGEMENT MAY 10, 2012
Women & investing: Why many advisers are missing out

Some are calling it a revolution. Women now control $18.4 trillion in consumer spending, hold approximately 30% of global wealth and are the sole heads of 32% of U.S households.

By Ruthie Ackerman
YOUR PRACTICE PRACTICE MANAGEMENT MAY 09, 2012
Don't treat wives like they're invisible

By LKUYKENDALL
YOUR PRACTICE PRACTICE MANAGEMENT MAY 09, 2012
How does an adviser win a female client's trust?

To win trust, presume nothing - and listen closely.

By Darla Mercado
YOUR PRACTICE PRACTICE MANAGEMENT APR 29, 2012
Female clients more likely than men to make referrals

By AOSTERLAND
YOUR PRACTICE PRACTICE MANAGEMENT APR 26, 2012
Adviser triples assets by making her firm female-friendly

By Liz Skinner
YOUR PRACTICE PRACTICE MANAGEMENT APR 26, 2012
Not all female clients are cautious investors

By Darla Mercado
YOUR PRACTICE PRACTICE MANAGEMENT APR 24, 2012
Divorcees seeking security, not returns

By JKEPHART
YOUR PRACTICE WOMEN ADVISOR COMMUNITY APR 22, 2012
Small steps toward greater diversity in the advice business

Glance around most financial advisory conferences, and it is hard not to notice that white men greatly outnumber the women and minorities in the room.

By Liz Skinner
YOUR PRACTICE WOMEN ADVISOR COMMUNITY APR 18, 2012
Women and Investing: Your questions answered

This afternoon, <i>InvestmentNews</i> is hosting the first webcast in a year-long series focused on working with female clients.

By Mark Bruno
YOUR PRACTICE PRACTICE MANAGEMENT APR 18, 2012
Give your practice a makeover to attract women

By Liz Skinner
Women & investing: A note from the editor
YOUR PRACTICE PRACTICE MANAGEMENT APR 17, 2012
Women & investing: A note from the editor

There is no doubt that women investors represent a tremendous growth opportunity for financial advisers.

By Jim Pavia
YOUR PRACTICE PRACTICE MANAGEMENT APR 08, 2012
Caution can work to women's advantage

By Ruthie Ackerman
YOUR PRACTICE PRACTICE MANAGEMENT APR 08, 2012
Advisers unsure how to reach women

By AOSTERLAND