Total: 15 results found.
Panel Says Advisors Have Obligation To Help Women Plan Better For Their Own Healthcare
(Matching tags: women investors,life planning,Long-Term Care Insurance)
A panel of experts stated that advisors have an obligation to help
plan for their healthcare needs as they age, including helping them navigate long-term care insurance and Medicare. Failing ...
Friday, November 23, 2012
Women Investors Are More Concerned Than Men About Retirement But Are Taking Little Action To Prepare
(Matching tags: women investors,retirement,retirement planning)
are another group lagging in taking necessary steps for retirement.
are generally more concerned about retirement than men but have taken little action to prepare for it. ...
Wednesday, October 24, 2012
Networking, Social Media, And Female Clients. Do You See A Connection Here?
(Matching tags: women investors,client communications,Social Media)
Two trends that are increasingly arm-in-arm with each other are the involvement in social media and the move to attract more
as clients. Social media is all about building community. ...
Thursday, August 16, 2012
A Barron's Conference Notes That Women Investors Are Not A Niche; They're People With Different Needs Than Men
(Matching tags: women investors,marketing,niches)
The subject of
as a so-called target or niche market comes up often both in print and in conference settings. And the point was well made at a recent conference held by Barron's that a segment that ...
Wednesday, June 27, 2012
Shift In Male-Female Work Roles May Also Affect Male-Female Investor Demographics
(Matching tags: women investors,Advisor businesses,marketing)
A shift in traditional work roles may affect the way you need to advise your clients. A recent survey showed that more men are seeking what used to be considered female work roles. Jobs like being ...
Monday, May 21, 2012
NAPFA Panel Shows That The Bag Lady Syndrome Is Still Alive And Well, Even Among Successful Women
(Matching tags: women investors,financial planning,NAPFA)
A panel of four
at the recent NAPFA conference showed just how real the so-called bag lady syndrome is, even for
who have achieved great success by just about any measure. It further showed ...
Monday, May 14, 2012
Boomer Women Have Saved Even Less Than Men And Need Retirement Planning Help
(Matching tags: women investors,Boomers,retirement planning)
Although Baby Boomers are the notorious group for not saving enough for retirement,
have not saved as much as men and they need guidance for retirement planning.
typically have saved $108,000 ...
Friday, May 04, 2012
Having Women On Boards Of Directors Enhances Profitability And Business Valuations
(Matching tags: business strategy,women investors,Advisor businesses)
The lack of
on companies’ boards of directors is hurting their profitability. Ignoring this deficit is on par with paying insufficient attention to other balance sheet components like cash ...
Friday, April 27, 2012
Generational And Gender Views On Philanthropy Offer Ways To Fine Tune Your Advice
(Matching tags: charitable giving,women investors,Boomers,investment strategies)
Older generations wrote a check and that was it. Then came the head-tripping, culture-oriented Boomers, the dot-com Gen-Xers, and the socially-connected Echo Boom/Millennials. Philanthropy has become ...
Friday, April 20, 2012
Targeting Women As A Niche Investor Group May Not Be A Smart Idea
(Matching tags: marketing,women investors,niches)
The key to attracting
as clients is not in targeting them. It’s in treating them like any other client, only recognizing their needs are different in some areas. Rather than focus exclusively ...
Thursday, April 19, 2012
Women Clients Make Up Over Half Of Many Advisors' Practices
(Matching tags: referrals,women investors,marketing)
A survey of 439 financial advisors indicated that most realize that
will gain more control over financial assets over the current decade. By 2020,
are projected to control $22 trillion compared ...
Monday, April 09, 2012
LPL Financial Markets To Women In Life Stages Instead Of Age-Related Needs
(Matching tags: marketing,women investors)
Contrary to the days of the GI generation, people’s lives no longer evolve in any type of chronological linear fashion. But LPL Financial is employing a new approach to marketing to
Thursday, April 05, 2012
Psychologist Who Developed A Model For A Healthy Relationship With Money Says American Psychological Association Ignores Mental Health Problems Caused By Money; Petitions APA To Create Division Of Financial Psychology
(Matching tags: women investors,profession,Wealth Management,client loyalty,client satisfaction,life planning,family offices,client communications,investor behavior)
Dr. Mary Gresham, an Atlanta psychologist who has developed a model for structuring a healthy relationship with money for individuals, says the American Psychological Association (APA) has ignored the ...
Friday, March 16, 2012
Tax Help For Women Aids Financial Health And Success
(Matching tags: Taxes,women investors,Wealth Management)
Thursday was International
’s Day. It is a great reminder that
may have different concerns.
may need education on what they need to know. For example, it’s a good ...
Friday, March 09, 2012
Boomers Are Still Leading The Pack As They Age
(Matching tags: Boomers,divorce,women investors)
And they’re carrying a higher divorce rate into their golden years.
are the ones instigating the breakup between ages 50 and 64. Boomers married for different reasons than their parents; ...
Monday, March 05, 2012
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