Use precise geolocation data. Actively scan device characteristics for identification. Store and/or access information on a ...

It's about EQ not just IQ - four advisors look back at their own careers while offering hope for the new wave of talent ...

The credential-granting body for planners is launching a multi-year strategy that includes research, industry partnerships, ...

The next wave of growth in wealth management is women. Advisers need to learn to meet their needs, author says.

Called Accelerate & WIN, the initiative includes a number of educatio and research programs designed to increase the presence and leadership of female CFP planners. the board said. Women currently ...

Speak directly to women,” says Mitzie Hunter, president and chief executive officer of the Canadian Women’s Foundation, when ...

Roughly $54 trillion will go to surviving spouses — a shift also referred to as the “horizontal wealth transfer.” ...

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 ...

While women have made significant strides in economic power, challenges remain in their path to financial security.

Women are less likely to seek financial advice than men because of cost concerns, according to new research.

Girls just want to have funds, to paraphrase the Cyndi Lauper tune. Cary Carbonaro, a certified financial planner and the author of the new book "Women and Wealth," knows all about that.