Financial Advisors Get ‘Horrible’ Grade From Working Women
Working women give their advisors an average grade of 5 out of 10, according to a Family Wealth Advisors Council survey.
Forget Freud: Women Know What They Want
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.
Madame Ex: Advising ‘Gray Divorcees’
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.
How Advisors Can End the Real ‘War Against Women’
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.
What Do Wealthy Women Want?
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.
Advisors Fall Short of Aiding Affluent Women: New Study
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.