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Equities
ESG
ETFs
Fixed Income
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Health
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Estate Planning
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Female Clients
Surprising Outcome of Parents Involved with Adult Children
Two new Pew Research Center surveys of young adults 18 to 34 and of parents of children that age show how relationships have changed.
Widows and Divorcees Aren’t the Only Female Clients Who Need You
Women could use help navigating all or any combination of these seven life cycles. Here is some guidance. (Cary Carbonaro)
Will New Widows Fire or Hire You?
Addressing her needs, fears and and changing tax status can help you build lasting relationships with widows in transition.
Saving for Retirement on Part-Time Pay
Women often find themselves in this position. One financial advisor shows how she helped such a client save more for retirement.
Teach Women to Think for Themselves: Altfest
As part of that effort, give women clients more credit for what they can do and adjust how you think about them, says a leading advisor. (By Karen Caplan Altfest)
Affluent Women Influence 85% of Charitable Giving Decisions: BofA
Younger generations, including millennials and GenZ, show growing philanthropic influence with a spotlight on climate change causes.
Advisor Helps His Granddaughters Become Independent Women
From accounting and cash flow, tips to essays by Maslow, Dale Carnegie and others, he’s covering all bases.
For Women With Money Issues, an ADHD Diagnosis Can Be Revelatory
Women are being diagnosed with ADHD later in life, and research is showing that people with it can have problems managing money.
How Ageism Has Impacted Me and My Clients
Age discrimination in the workplace, while illegal, is real and it makes financial planning even more essential. (By Bridget Grimes)
FPA Honoree: ‘Budget is a Dirty Word’ To Some Advisors
Regardless of income or debt levels, she teaches everyone to make budgeting a top priority.
Latest News
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SEC Charges Investment Advisors for Overstating Use of AI
The two firms will pay $400,000 in total civil penalties for false marketing and the SEC is on the lookout for more offenders.
JPMorgan Fined $348 Million for Lapses in Trade Monitoring
The bank had failed to account for “billions of instances of trading activity” on as many as 30 different platforms, regulators said.
Top-Heavy Market Doesn’t Mean Steep Correction. Here’s Why
It's been 100 years since the market has been this top heavy, giving rise to understandable fears. History suggest those fears are overdone.
Judge: Minority-Business Agency Can’t Consider Race
A federal judge in Texas has barred a government agency from using race to reject entrepreneurs looking for assistance.
IRS Alert: Weight-Loss Food Is Typically Not a Medical Expense
Companies are falsely claiming that FSAs and HSAs cover or reimburse general health and wellness expenses.
Annuities Continue March Upward
Annuities saw an impressive boom in 2023, with sales reaching a new all-time high, LIMRA announced.
Financial Discipline Among Americans Sliding, Study Shows
People are doing less planning and feeling more financially insecure, Northwestern Mutual's latest research finds.