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

Allworth Financial Acquires Two Midwestern Firms

The partnership with Salzinger Sheaff Brock and Sheaff Brock increases Allworth’s AUM and AUA to over $30B

Florida’s Housing Market Continued to Cool in May

Inventory of both existing single-family homes and condo/townhome units rose while prices fell.

Husband-and-Wife Practice in Phoenix Affiliates With Commonwealth

Patrick Funke & Associates has $430 AUM and focuses on retirement plans.

RIA Economic Outlook Index Rises as Inflation Worries Ease

Advisors still fear a possible recession, but a major concern expressed by clients may present an opportunity.

Survey Finds Dangerous Disconnect Between G1 and G2

Advisors who don’t adequately prepare for succession risk losing their successors.

N.J. Independent Advisors Could Be Reclassified as BD Employees

The Financial Services Institute will testify against the implementation of a strict “ABC” contractor rule at a public hearing Monday.

Social Security’s Finances Erode Further and Could Spell Benefit Cuts

If Congress fails to act, the retirement fund will run out earlier than previously estimated.