Female Clients

Empowering Women to Overcome Scarcity Mindsets

Here’s why many women feel “broke,” even when they’re not, and steps I’ve employed to build their financial confidence.

Marina von Neumann Whitman Dies at 90; Carved Path for Women in Economics

Whitman became the highest-ranking woman in Nixon administration with her appointment to the White House Council of Economic Advisers.

Why Help Women Manage Health-Planning Needs?

It could be as important for your financial advisory business as it is for your clients’ health.

How to Attract and Retain Female Clients

Here’s what female clients need from advisors, and some questions to evaluate how well you are serving them.

Women Investors Find Balance Between Patience and Risk

Most women are comfortable taking risk in their investments and cite patience and discipline as their top investing strengths, a Schwab survey reveals.

5 Steps to Help Widows Manage Life Insurance Proceeds

Grieving clients are more likely to make thoughtful, sounder decisions about this payout if you add clarity and build their confidence. (By Kathleen M. Rehl)

Advisors Can Help Close the Women’s Wealth Gap

Let’s use this Women’s History Month as a time to reflect, educate and drive change in how we approach women and wealth. (By Cary Carbonaro)

Brooke Shields: ‘I’m Never Going to Retire’

The long-time model and celebrity, now the CEO of a startup, doesn’t believe that age reduces ambition — at least not among her female peer group.

Financial Infidelity: The Valentine’s Day Gift Nobody Wants

Here’s how to help your clients build trust and honesty with their partner and with you on Valentine’s Day — and every day. (By Cary Carbonaro)

The Vicious Cycle Threatening Women’s Financial Futures

Financial literacy efforts can help women avoid developing paralyzing fear that often then spirals into inertia.

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The ‘New Normal’: LIMRA: U.S. Annuity Sales Hit Record in First Half of 2025

RILA sales drive quarterly record, but a softening market may be on the way, LIMRA warns.

DAFgiving360 Donors Grant $8.9B to Charities During FY 2025

Financial advisors are playing a an increasingly important role as more clients express charitable intentions.

Vanguard Adds Two Titles to its Fixed Income Model Portfolio Lineup

One new offering aims to preserve capital while the other seeks to maximize returns.

Woman Gets Prison for Hiding Over $90M From the IRS in Overseas Accounts

The defendant and her relatives hid the funds in banks in Switzerland, Panama, Israel and Andorra, authorities said.

Social Security Tech Upgrades Reduce Phone Wait Times

Elimination of scheduled maintenance downtime improves online service, the Social Security Administration reports.

PNC Bank Enters Cryptocurrency Market With Coinbase Partnership

Banking clients and institutional investors will be able to buy, hold and sell crypto using Coinbase’s crypto-as-a-service platform.

A Mid-Year Financial Health Check-up Is Essential for HNW Investors

A Chicago wealth advisor offers a checklist of proactive steps to ensure an optimal financial strategy.

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