Women And Investing

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  1. Articles

    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.

  2. 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

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    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.

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    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.

  8. Articles

    Schwab launches program to boost diversity in RIA industry

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

  9. Articles

    What to do about dementia? Advice for the adviser

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

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    How advisers are guiding clients through critical crossroads

    How advisers are guiding clients through critical crossroads Advisers forced to go beyond numbers when faced with client concerns and worries Nov 2, 2014 @ 12:01 am By InvestmentNews Staff For the third of a series of special reports on the Crossroads the financial advice business is facing, we

  11. Articles

    Two big developments in retirement planning grab advisers' attention

    Social Security and annuities make news, LPL's regulatory headaches continue, and the rest of this week's must-read stories for advisers.

  12. Articles

    Focusing on female clients means helping with their lives, not just money

    Advisers give tips on what successful women want in a financial professional.

  13. Articles

    4 mistakes advisers make with Millennial women

    Make sure you don't alienate the next generation of female clients that are poised to amass more wealth than their parents.