Women And Investing

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  1. Articles

    Lessons from the $1B divorce case: How to split business assets

    What do a spouse's efforts mean for the valuation of a business and its division in two?

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    Finding solutions to the key challenges of modern retirement

    The brief golden age of retirement is over, but investing legend Charles Ellis outlines solutions to a potential crisis.

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    Advisers find new ways to attract increasingly wealthy population — women

    Buckingham hires novel director position focused on financial solutions for female clients.

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    Chris Rock's divorce offers lessons in divorce planning

    Prenups require periodic review, as do sunset provisions that can protect monied spouses.

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    CFP Board launches initiative to recruit women for financial planning

    Women's Initiative Council will provide guidance on the development of enterprises to pave a way for more women to enter the industry.

  4. Articles

    Krawcheck: Wirehouses undaunted by RIA growth

    Former brokerage executive Sallie Krawcheck downplayed the rise of wirehouse breakaways, telling a conference of advisers that wirehouses have more important things to worry about.

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    The most valuable thing an adviser can do for clients in 2015

    How to make 2015 'the year of the client' and set up advisory firms for sustained success

  6. Articles

    5 steps female advisers can take to increase their compensation

    Women with the same experience, revenue production and ownership status receive approximately $32,000 less in annual income than male advisers — but that can change.

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    Wall Street makes a case for why consumers should be spending big

    On Monday's Breakfast with Benjamin, Wall Street makes its case for why consumers should be spending big. Plus: Avoiding 'bag lady syndrome', the insurance industry gets digital, and oil starts to look and feel like a free market.

  8. Articles

    How one single woman can collect three types of Social Security benefits

    How one single woman can potentially collect three types of Social Security benefits and rack up significant guaranteed retirement income.

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    The 401(k) gender gap: Women are saving more than men

    Even though men make $1 to a woman's 77 cents, women were the bigger savers over the past 12 months and for men and women with similar salaries, women average higher balances in their 401(k)s.

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    Majority of women claim Social Security early

    Education campaign promotes working with financial advisers to optimize benefits.

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    It's time for a revolution in how advisers work with couples

    Advisers could increase client loyalty, retain more assets and continue to work with the next generation by rethinking approach to couples.

  12. Articles

    Schwab launches program to boost diversity in RIA industry

    Initiative will help educate advisers about recruiting women, young people and minorities.

  13. Articles

    What to do about dementia? Advice for the adviser

    To efficiently serve and protect clients that develop dementia, specific steps can be taken