Women And Investing
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Women and Wealth: The invisible opportunity
The women's wealth market presents a very real business growth opportunity for advisors — provided they understand the specific approaches and the differing preferences that will resonate with women investors.
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Medicare's long, strange trip
Fifty years ago this year, both Medicare and the Grateful Dead got their start. Today, all the surviving members of that famous San Francisco band are eligible for Medicare. It's a fair bet that they, like most people in their age group in 1965, didn't pay attention to the law that President Lyndon
Daniel Kahneman's top advice: Don't churn accounts
Renowned behavioral economist Daniel Kahneman says advisers must recognize the cost and futility of betting against the market and trading too much.
3 qualities all advisers' outsourcing partners should share
Critical to find outsourcing partners who have the necessary expertise, are trustworthy, and can help improve an adviser's business
How to perfectly time your clients' Medicare enrollment
Decisions on Medicare enrollment carry a meaningful financial impact, are closely tied to Social Security choices
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?
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.
Advisers find new ways to attract increasingly wealthy population — women
Buckingham hires novel director position focused on financial solutions for female clients.
Chris Rock's divorce offers lessons in divorce planning
Prenups require periodic review, as do sunset provisions that can protect monied spouses.
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.
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.
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
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.
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.
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.