Female Clients

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.

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.

How to Attract More Female Clients

Firms ignoring women on either side of the desk are hindering their growth efforts as women acquire more wealth.

Navigating Medicare for Working Women

Coverage considerations include employer size, whether their employer lets them stay in the group plan, and their health issues.

Should You Advise Your Clients to be Executors?

Taking control of an estate isn’t a decision to make on the fly, no matter how close they are to those recruiting them for the role.  (By Karen Caplan Altfest)

10 Mid-Year Marketing Moves

Five marketing-savvy advisors — all women — share progressive tips that will inspire you and help your firm thrive. (By Laura Garfield)

Medicare Essentials for Stay-at-Home Women

Women who have short work histories or are losing a retiring spouse’s healthcare coverage should consider these options. (By Diane Omdahl)

Latest News

Investing in Shrek?

An investing platform is planning an IPO that is expected to deliver royalties to investors in music from the popular movie franchise Shrek.

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.

Insurer Cigna to Pay $37 Million to Settle Medicare Charges

The company submitted false information that increased its Medicare Advantage payments, the U.S. government says.

Texas Investment Firm Settles Madoff Charges

A U.S. government lawsuit accused it of fraudulently obtaining payments meant to compensate victims of Bernard Madoff's massive Ponzi scheme.

Financial Planning: Progress But a Long Way to Go

The profession is still struggling with a lack of diversity and confusion over what planners do for clients, say industry leaders.

Financial Planner Accepts Industry Honor

Ross Levin, a longtime financial planner, accepted the P. Kemp Fain, Jr. Award today at the Financial Planning Association's annual conference.

Student Loan Payments Threaten Retirement for Many Older Americans

Not only young professionals but seasoned employees are feeling the weight of student loan payments, which are resuming in October

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