Women And Investing
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Volatility looks cheap and risky
Breakfast with Benjamin: Barclays: Following in the footsteps of Sallie Krawcheck. Plus: The volatility play: Cheap but risky, bond managers brace for higher rates, dancing around the issue of student loan debt, and a potato salad venture whets the tax man's appetite.
Dollar rides high on hope into earnings season
Breakfast with Benjamin: The dollar is enjoying a big rally right into earnings season. Plus: Goldman moves up its rate hike forecast, putting GDP in perspective, El-Erian reads Yellen's mind, and proven old-school investing techniques.
Women closing financial literacy gender gap
Despite gains, steep learning curve remains on investing and cash management.
How gay couples can act on Social Security benefits now
Though rules still vary from state to state, all same-sex couples should take steps to claim benefits.
Sallie Krawcheck and Pax team on women-friendly corporate index fund
The ex-wirehouse executive is throwing her weight and her money behind a revived mutual fund that invests in publicly traded companies that have greater numbers of women in management positions, saying values and returns can align when advisers invest in gender diversity.
Three steps to greater gender diversity in the RIA industry
The fact that women are underrepresented in the registered independent adviser industry is well established. Women represent just 30% of financial advisers of all types and 23% of certified financial planners — the latter a number that has been virtually unchanged for 10 years. Meanwhile, nearly
10 reasons this is a great economy for female advisers
Women can readily adopt the skills necessary to work effectively with clients today
Investors value advisers, especially when retirement is looming
Investors on a panel at an InvestmentNews retirement income conference said they value the expertise of advisers, especially as they get close to or enter retirement
How to respond to the unexpected call from a recently widowed client
Follow these six steps to make sure you adequately address the needs of grieving clients
5 surefire strategies to strengthen relationships with women in couples
Any astute financial adviser knows that when a woman is going through a life transition, she makes a good prospect. In fact, 70% of women fire their advisers within one year of the death of their spouse. And women who get divorced often find new advisers around the time they say goodbye to their
Ways to help divorcing clients protect their assets
Advisers don't have to be divorce experts to help clients take these necessary steps
Baby boomer, Gen X women fear not having enough retirement savings
Most female baby boomers and Generation Xers fear they will not have sufficient money for retirement, a situation that's creating an opportunity for financial advisers, according to a report released Wednesday by the Insured Retirement Institute. More than two thirds — 70% — of female baby boomers
Where are all the women?
If advisory firms are truly interested in attracting more women, they will get behind the CFP Board initiatives to attract more women to financial planning.
Providing specialized advice to single parents
Advisers can be a critical guide in securing financial health during transition
Merrill Lynch dodges high-profile gender bias suit
N.Y. Supreme Court justice dismisses a complaint from three former trainees who claimed they were given a book called “Seducing the Boys' Club” and ultimately fired out of bias.
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