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By James J. Green, AdvisorOne |
May 7, 2013
At FPA Retreat 2013, Heather Ettinger provides the facts on women, and suggests how the majority of advisors’ potential clients want to be treated after a divorce or death of a spouse.
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By Olivia Mellan, Sherry Christie |
September 25, 2012
We all know the cliché of the older divorcing couple: The husband, in the throes of a midlife crisis, dumps his aging wife for a younger cutie. But Boomers are turning this cliché on its head.
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By Liz Davidson, Financial Finesse |
June 28, 2012
A sad finding from our research: the gender financial literacy gap is only growing. Why you should care, advisors, and what you can do to narrow the gap.
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By Joyce Hanson, AdvisorOne |
June 27, 2012
Ninety-five percent of UHNW women use advisors, wealth manager Eileen O'Connor said. As their numbers grow, it's worth an advisor's while to crack the code for working with them.
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By Michael S. Fischer |
January 25, 2012
The financial services industry has a long way to go in providing the kinds of services wealthy women say they want, according to new research by Family Wealth Advisors Council, a national network of independent, fee-only wealth management firms.