Female Clients

Domestic Financial Abuse is Domestic Violence

Non-monied as well as high-earning partners can be victims of financial abuse. Learn to spot the signs and assist.

Advising Women in Transition

These five principles and five action points can help you put female clients in transition on the best path for the rest of their lives. (By Kimberly Foss)

Widowed Before 40 and Coping With the Financial Consequences

The unexpected death of a spouse, brings complex financial decisions: how to handle mortgage payments, loans, leases and credit card debts.

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.

Latest News

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Bluespring Wealth Partners Acquires Scottsdale, Ariz., firm

Led by husband and wife Kevin and Carrie Dick, KDI Wealth Management oversees $750M in client assets and is rated in the top 10 in state by Forbes.

Judge Halts Rule Capping Credit-Card Late Fees

A federal judge in Texas halted the Consumer Financial Protection Bureau's new rule capping credit card late fees at $8.

Inflation, Economic Uncertainty Upending Retirement Dreams for Many

Nationwide’s Advisor Authority survey finds many are taking non-traditional approaches to retirement, including moving in with their adult children.

Perigon Wealth Management Appoints Head of Advisor Success and Integration

Maria Daley has more than 30 years of experience leading business development and relationship management teams.

SEC Wants RIAs to Verify Customer Identities

The SEC and Treasury say the rule is needed because customers have used RIAs for illicit foreign financial activity in the United States.

Concerns About Insufficient Savings Keep Many Retirees Awake, Survey Finds

Among those in retirement, 32% fear they have too little savings, according to the Schroders 2024 US Retirement Survey.

Families to Save $10 Billion Annually in Credit Card Late Fees

This estimate comes from the Consumer Financial Protection Bureau, whose new rule capping late fees at $8 is effective May 14.

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