Female Clients

Single Women’s Unique Planning Needs

Though often more tuned into their finances than married women, their concerns about the future loom large.

4 Ways to Avoid Getting Fired by Female Clients

Attracting and retaining female clients is critical for wealth-management growth, say two financial planning experts.

Women’s Most Overlooked Issue

The health-wealth bond threatens the financial well-being of women of all ages and they need your help.

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. (By Kathleen M. Rehl)

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.

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Stress Is Mounting for Working Women: Deloitte

Burnout is being fueled by inflexible return-to-office mandates coupled with lack of support in the office and at home.

Raymond James Welcomes Tampa, Fla., Financial Advisor With $125M

Sloane Fox and her practice, Sloane Financial Planning in Tampa, Fla., previously were affiliated with Merrill Lynch.

U.S. Annuity Sales Hit First Quarter Record of $113.5B, up 21%

Fixed-rate deferred annuities dominated in the first quarter with $48 billion in sales, 42% of the total annuity market.

Business Groups Sue FTC to Stop Noncompete Ban

The suit called the ban “a vast overhaul of the national economy, and applies to a host of contracts that could not harm competition in any way.”

FTC Issues Ban on Worker Noncompete Clauses

The Federal Trade Commission says employers can no longer, in most cases, stop their employees from going to work for rival companies.

Inspire Investing’s newest faith-based ETF surpasses $100M AUM in 11 days

The new Inspire 500 ETF offers access to U.S. large cap, “biblically screened companies” at the lowest price point available.

Biden Rule Grants Overtime Pay to 4 Million Workers

The new Biden rule goes even further to extend overtime pay than an Obama-era rule that was struck down in court.

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