It's about EQ not just IQ - four advisors look back at their own careers while offering hope for the new wave of talent ...
“Women want to work with advisors who listen actively, understand their unique needs, and treat them as equal partners in the ...
The next wave of growth in wealth management is women. Advisers need to learn to meet their needs, author says.
Jessica Aliotti has been a financial advisor at Northwestern Mutual since 2014, consistently acquiring 70 new clients ...
Building trust with women clients is particularly important, in part because they may be less knowledgeable about finances, she said. “Research has shown that women can trust their advisor but still ...
Roughly $54 trillion will go to surviving spouses — a shift also referred to as the “horizontal wealth transfer.” ...
Women are rewriting the rules of financial advice, embracing a hands-on, community-driven approach to money management. A new ...
Two recent studies provide some critical insights into the goals and challenges of women investors, and how they select financial advisors.
Only 11 per cent of women manage their savings with a financial adviser, opening a “significant” opportunity for the.
With uncertainty and financial anxiety on the rise, there is much opportunity for advisers to work with women to help them ...
While women have made significant strides in economic power, challenges remain in their path to financial security.