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Financial Planning June 1, 2008 Stacy Schultz	More Than Equal A study of the role of the female financial advisor. The research compares female to male advisors and looks at the varying performance levels of women advisors.
Registered Rep. October 6, 2015 Megan Leonhardt	Advisors Working with Spouse See Success Among advisors working as part of a team, the most successful are husbands and wives, according to new research by PriceMetrix.
Registered Rep. November 6, 2012 Kathleen Burns Kingsbury	Darlin', Don't Worry Your Pretty Little Head About It The top five mistakes advisors make working with women in couples.
Financial Advisor February 2012	Sex Bias "The financial services industry needs to do a better job of recruiting, training and retaining women as financial advisors if it is going to successfully meet the demand of women small business owners," said Mary Quist-Newins.
Financial Planning May 1, 2013	May Women Advisors Forum Events Feature Top Planners Topics include expanding a practice, working with divorced clients and more
On Wall Street October 1, 2008 Helen Kearney	The New Face of Philanthropy Women control a combined net worth of $4.4 trillion and they bring a new mindset when giving money to charities. With the coming generational wealth transfer, women will ultimately decide just where a lot of that money goes.
Registered Rep. November 5, 2012 David Geracioti	Editor's Letter: Women investors are taking charge Financial advisors better get past the "women-aren't-good-with-money" stereotype because "over the next several decades women will inherit approximately $28.7 trillion in assets as a result of intergenerational wealth transfers
Financial Advisor July 2012 Eleanor Blayney	Money Talks, So Do Women Female clients have a lot to say about what they want from advisors.
Financial Planning March 1, 2012 Ann Marsh	Women Advisors Forum: Sharing Their Strength Female planners will have a chance to gather, learn and connect at SourceMedia's next Women Advisors Forum, set for March 13 in Florida at the Boca Raton Resort & Club.
Financial Planning April 1, 2013	Women Advisors Forum: Learn From the Best Next month's New York gathering offers sessions on divorce planning, career development, digital marketing and more.
Financial Planning March 1, 2010 Mary Quist-Newins	Untapped Market Beneath the rubble of last year's disaster, one group of clients is prospering. American women.
Registered Rep. March 22, 2013 Matt Oechsli	What Women Want When Shopping for an Advisor Affluent women are now more involved in major purchase decisions than ever before. Here's what they're looking for in an advisor.
Registered Rep. May 1, 2005	13 Percent Percentage of advisors who say they have switched to a wealth management model.
Registered Rep. December 8, 2015	2015 Broker Report Card: A Less-Than-Diverse Workforce Of the advisors who participated in the 2015 Broker Report Card, 21 percent were women.
Registered Rep. August 28, 2013 Carina S. Diamond	We Need More Female Advisors When it comes to attracting women to our ranks, the industry still has a long way to go
Registered Rep. March 5, 2012 Diana Britton	Yield of Dreams: Live From LA - Taking Advantage of Women Rising Female financial advisors are in the position to take advantage of a huge emerging market.
Financial Planning December 1, 2012	Women Advisor Forum: Gearing Up for 2013 Five times this year in five cities around the country, top women advisors gathered to boost their skills and get to know their peers at Women Advisors Forum events.
Registered Rep. May 24, 2013 Sallie Krawcheck	Don't Fence Me In Women start businesses at twice the rate of men and predict a bright future for the wealth management industry.
Financial Planning June 1, 2012 Ann Marsh	Women Advisors Forum/Chicago: Strategizing to Grow Top female advisors from across America will gather in Chicago on June 12 for a one-day intensive session at SourceMedia's next Women Advisors Forum to share the secrets and strategies they use to boost their practices.
Registered Rep. June 22, 2011 Charles Paikert	Wealth Managers Must Make Changes to Attract High-Net-Worth, Industry Reports Wealth managers need to make key changes in the way they do business to stay competitive, two major studies of the industry have concluded.
Financial Advisor June 2004 Tracey Longo	Winning Women Clients According to leading financial advisors and trainers across the country, it takes advisors longer to prospect and cultivate women. Here's what you need to know to build a good roster of women investors.
On Wall Street March 1, 2013	Women Advisors Forum This year's Women Advisor Forum series, which kicks off on May 15 in New York, will include more of the latest lessons from the turf from successful female advisors.
Financial Planning January 1, 2013	Women Advisors Forum: A Growing Network The Women Advisors Forum, SourceMedia's online community for female financial advisors, hit its milestone of 1,000 when Jennifer Riek, a certified divorce financial analyst at Marcum Financial Services in Melville, N.Y., joined the group.
Financial Planning July 1, 2007 Marie Swift	Beyond Mars and Venus What do women want from their financial advisors? A connection, not just a sale. Here's why you may not be reaching this rich, underserved market.
Financial Advisor March 2012 Bernie Clark	The Changing Affluent Investor Advisors must prepare for new affluent clients and the changes, attitudes and expectations they will bring with them.
Financial Planning January 1, 2010 John J. Bowen Jr.	Beyond Investments Your affluent clients want help protecting, enhancing, transferring and donating their wealth. Are you ready to meet their needs?
Financial Planning March 1, 2013	Women Advisors Forum: Build Specialized Skills Many women say their current financial professionals don t measure up. Shouldn't you be offering your services instead?
Financial Planning April 1, 2012 Ann Marsh	Women Advisors Forum/New York: Power Networking If New York can't be in your travels this month, remember that Women Advisors Forums are set for May 22 at the Marriott Dallas City Center and June 12 at the InterContinental Chicago.
On Wall Street February 1, 2012 Denise Federer	The Couples Conundrum Research indicates that a majority of male investors would prefer their spouse have a more involved role in money decisions.
Entrepreneur March 2008	Keep in Touch Yes, prospective customers really do want to hear from you - so follow up.
Financial Planning November 1, 2006 John J. Bowen	Women of Wealth Financial advisors can use their knowledge of affluent women to create a unique value proposition, and put themselves in a tremendous position to serve a group that's been too long ignored -- and capture more business than ever before.
AFP eWire November 7, 2005	Gender Pay Gap Narrows at U.S. Charities, But Still Remains Unequal A new study reveals that despite increases, men continue to earn more than their female counterparts, with the median salary for a male CEO of a charity with a budget of $50 million or more $332,985 compared to $262,275 for a female CEO.
Financial Advisor January 2006 Grove & Prince	Key Mistakes Of New Wealth Managers Wealth management is a serious decision for advisors that can be disruptive to their business and difficult to implement. Future generations of advisors can benefit by using these findings to build skills, reorient focus and settle in to the role of wealth manager.
Registered Rep. August 3, 2011 Charles Paikert	Wealth Management Practice By and For Women Launched By San Diego Firm A San Diego wealth management firm has launched a separate practice group staffed by women and targeted at women, specifically high-net-worth women over 45 who own their own businesses, are going through a divorce or have become widows.
On Wall Street August 1, 2011 Carri Degenhardt-Burke	Be Creative About Finding Top Women Advisors There's no mystery on how to attract quality female advisors in the financial industry.
Financial Planning November 1, 2010 John J. Bowen, Jr.	Wow Right Now Starting now, you need to delight your clients if you want to keep their business and maintain their loyalty going forward.
Financial Advisor August 2006 Hannah Shaw Grove	Life Insurance And Wealth Management Helping client with life insurance is an important service of effective wealth managers.
AskMen.com Speider Schneider	Female Boss As far as we have come in equality of the sexes, it is still almost impossible for men and women to work together.
Registered Rep. March 1, 2005 Grove & Prince	In Name Only Financial advisors who fancy themselves "wealth managers" are having trouble walking the talk.
Financial Planning September 1, 2006 John J. Bowen	Behind the Buzz Many advisors are "wealth managers" in name only. Here's how to implement the business model in your practice.
The Motley Fool October 19, 2010 Brian Stoffel	Would Peter Lynch Like This Micro Cap? Let's see how this tiny stock, Female Health Co., the manufacturer and distributor of the female condom, measures up to Lynch's criteria.
Financial Planning March 1, 2008 Marion Asnes	Where Are The Women? There are female CEOs on the Fortune 500, a woman Secretary of State, a woman making a serious, credible run for president. So why have so few of us been able to join the Men's Club, independent financial services division?
Registered Rep. September 1, 2005 Grove & Prince	Theory to Practice For many advisors, the evolution to wealth manager remains a matter of theory, not practice. Sure, they're calling themselves wealth managers, but they're still behaving like financial advisors.
Registered Rep. December 2, 2013 Diana Britton	Leaving Home We ask why aren't advisors doing a good job of capturing the assets of their clients' kids?
Financial Planning April 1, 2013 John J. Bowen, Jr.	5 Success Tips From High-Performing Advisors A new study of high-earning advisors offers 5 clear success tips.
Registered Rep. October 30, 2015	The State of Independence: ETF Plays Advisors' knowledge of exchange traded funds is lacking.
Registered Rep. April 25, 2007 Halah Touryalai	Women Win Another Round: Morgan Stanley to Pay $46 million in Gender Discrimination Settlement The financial firm decided it will shell out over $46 million to 2,700 female advisors and trainees who say the firm discriminated against them with respect to account distributions, compensation, training and promotions.
Investment Advisor July 2006 Robert F. Keane	Getting It All Done While for many advisors taking the wealth management route is a no-brainer, it's not without potential pitfalls. Wealth management covers much more than just how much money the client has.
Financial Advisor March 2005 Grove & Prince	Know Thy Clients This is the second in a series of articles about the risks, rewards and challenges of wealth management, as well as the ever-changing tools of the trade.
Financial Advisor April 2005 Grove & Prince	The Wealth Management Mindset Learning to manage solutions for unique clients: This is the third and last article in a series about the risks, rewards and challenges of wealth management.