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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 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.
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By Nancy R. Mandell |
April 20, 2009
Financial education and a commitment to community and professional development define the goals of women who participated in Wealth Manager's 2009 Women in Wealth Management Survey.