Women financial advisors take the lead in trying to understand and meet female clients’ needs, a survey from the Nationwide ...

Women represent 31% of US financial advisors at last check, according to the Bureau of Labor Statistics (BLS). That means they have a lot of room for growth in the wealth management industry, ...

It’s a given that women are going to be the initial beneficiaries of the great wealth transfer. That means there’s going to be a need for more women financial planners—since they bring unique ...

If your success can be credited to a woman, be sure to thank them Friday, which is International Women’s Day. At some point, the world will take a moment to reflect on the women who have shaped us, ...

I had the privilege of hosting a panel featuring myself, Kimberly Foss from Mercer and Lisa Brown from Corient. We delved into the profound transformation of female breadwinners over time, influenced ...

In an industry with few documented heros, Laura Baron stands out. She was a secretary at Oppenheimer & Co. in the 1950s when a forward-thinking manager found her “too sharp” for the work. He suggested ...

Most people don’t have the time or expertise to focus on wealth management and long-term financial goals. So, financial advisors are critical to their success. If sound money management isn’t enough ...

Financial advisors should bring female clients into the conversation early and show them how a long-term financial plan can help manage risks and enable them to achieve their goals. Financial advisors ...

The future is female. Over time, more and more of America's wealth is shifting into women's hands — and financial planners will need to know how to advise them. Today wealth has a severe gender gap.

A woman applying a face mask from a small pot she holds in her hand as she lies in the bath, United States, circa 1955. (Photo by Graphic House/Archive Photos/Getty Images) Let’s be clear: Wealth ...

In the subset of financial advisors who cater to professional athletes, there's a growing demand that advisors want more female athlete clients — and athletes want more female advisors. Processing ...