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Why Women Use Financial Advisors More Than Men
The financial services industry has long been male dominated. In fact, in 2018 the CFP Board reported that 76.83% of Certified Financial Planner professionals were men and only 23.16% were women. In this male dominated field, do women feel comfortable working with a financial advisor? According to recent research from Spectrem Group 61% of women use a financial advisor, while only 56% of men use an advisor. Seventy percent of women also use only one financial advisor, while men are slightly more likely…
How Advisors Can Get Their Own Financial House In Order
When it comes to running a business, many financial advisors don't practice what they preach, a consultant says.
Financial Adviser Center
News for financial advisers, retirement planners and investors on wealth management, retirement planning and personal finance from MarketWatch.
Family Investment Center: A Fee-Only Advisor Pioneer
Avoid Conflicts of Interest by Choosing a Fee-Only AdvisorNot all investment advisors are alike. In fact, some are quite different, but in a good way, and it’s these fee-only advisors with whom you want to associate. A quality investment advisor thinks about how they can help their clients meet their goals, not about how they can make money for th...
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Women Receive Only 83% Of Men's Retirement Income
Now a new study has pinpointed the actual numbers surrounding women’s retirement income deficit.
why women have a vital_role to play in financial_planning
Women are in many ways ideally suited for the financial advice business, female advisors say.
Technology Boosts Women Advisors, Edward Jones Says
Embracing digital tools can help women advisors build their business, say those on an Edward Jones top advisor list.
why advisors need to pay special_attention to wealthy_women
Advisors who do not focus on the needs of wealthy women will lose them as clients, author Any Hart Clyne says.
Survey Finds Women CFPs More Confident, Happy Than Male Counterparts
The survey also indicated women are more likely to provide comprehensive planning.
CFP Board Doles Out 51 Sanctions To Financial Planners
The disciplinary actions included 18 cases in which planners permanently lost their right to use the CFP designation.
Financial Education Could Stress Students Out
Women may not feel the objective benefits they're getting from a personal financial literacy education.
CFP Board Sanctions 12 Planners
Five of the advisors lost their right to use the CFP mark for violating the board's conduct rules.
