Women And Investing
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Investing in women's network, Sallie Krawcheck goes from advocacy to actionSallie Krawcheck is buying the 85 Broads women's network and plans to expand the group's empowerment goals by linking female-owned businesses with capital. “I believe we're at a tipping point of women's engagement in the economy and our community's ability to play an important role in that is
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Women want a personal connection
Financial advisers seeking to attract and retain female clients should focus on connecting with them personally instead of trying to dazzle them with performance promises, according to two advisers who have been successful with such clients.
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To be successful with female clients, make it personalAdvisers should create trusting relationships, not put sole focus on investment performance.
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Advisory industry in push to boost female ranksThe CFP Board is embarking on a new project to figure out why there are so few female financial advisers and, if possible, help boost their numbers. The group is assembling a panel of nine women to conduct research this summer into the challenges that female financial planners face, said Marilyn
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Journey back from divorce can be taxingThe journey back from divorce can be taxing, reports Darla Mercado. Indeed, the hit from the IRS can make a painful situation worse.
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Familiar with the turf, adviser courts female entrepreneursEx-Edward Jones rep understands trials and tribulations of small-business owners; 'Finance 'n Stilletos'
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Benefits, explainedPicking the right health insurance or life insurance is no small thing for divorcees; 'the darkest time'
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Translating legalese for divorceesContending with divorce cases has become a labor of love for Terri R. Munro, an adviser with HC Advisors LLC in Sandy Springs, Ga.The 30-year-old adviser began building her expertise in helping divorced women get back on their feet after she joined the firm five years ago.“I kept getting referrals
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Spouse's death left wife with difficult decisionsSuddenly hit with questions about life insurance and wills; tough choices under the best of circumstances
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Guiding widows into a new lifeWorking with women who've lost a spouse requires behavioral-finance acumen; 'decision-free zone'
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Therapist gets sound counseling from adviserThorne relies on Harris for analysis — of investments; 'not business-savvy'
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Women in transitionAdvisers are building practices around life-altering events; nearly 16 million divorced women in the U.S.
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Women in transitionJennifer Failla was learning the ropes as a Merrill Lynch & Co. Inc. adviser in 2006, she felt that she was missing something. She had clients, but she didn't have a sense of direction — a path to follow by which she could expand her practice.Then Ms. Failla spent some time shadowing an adviser who
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What women want in an adviserPortfolio manager and strategic adviser Dune Thorne talks about building and growing your women clientele and what to be prepared for as Gen X and Gen Y women begin to build their asset base.
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Women's health care planning seen as pivotal
Financial advisers have an obligation to help female clients plan for health care needs and expenses, including evaluating the options for long-term-care insurance and Medicare, according to a panel of experts who participated in an InvestmentNews webcast last Tuesday.
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@IN Wire
