Female Clients

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.

Higher Education Widens the Gender Wealth Gap: DOL

Data and insights from the Department of Labor’s Women’s Bureau can help advisors better understand and serve female clients.

Latest News

Healthcare Rollbacks Will Hurt Many Older Americans: KFF

Health policy experts anticipate fallout for early retirees and nursing-home residents under the new budget reconciliation law.

Tariff Volatility Drives Investors to Actively Managed Funds

Analysts say active managers focused on three factors may lead them to outperform the broader market in the months ahead.

Georgia Ponzi Scheme Duped 300 Investors Out of $140M, SEC Alleges

First Liberty Building & Loan started by making bridge loans to businesses but switched to a scam, investigators say.

The One Big Beautiful Bill Offers Opportunities for Advisors, Investors

Financial advisors need to understand these changes to serve their wealthy clients properly.

Being ‘Wealthy’ Harder to Achieve Since 2021

Inflation and soaring costs have raised the amount Americans think it takes to be wealthy. And the number varies by generation.

Vanguard Announces Three New Treasuries-Based ETFs

Vanguard Fixed Income Group now offers 36 fixed income bond ETFs, including 28 index.

Army Ejects 10 Schools from ROTC Program

The move is part of cost-cutting that slashed the workforce of the Army's Cadet Command.