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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
December 1, 2012
Jim Grote |
Practice Profile: What Women Investors Want - Cindy Conger After a long time focused on medical professionals, Cindy Conger's new practice targets female clients. That means doing a few things differently. |
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.
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. |
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 |
Registered Rep.
November 5, 2012
Matt Oechsli |
Speaking the Same Language For affluent women, communication with their financial advisor is key. Here's how to speak the same language. |
Financial Planning
November 1, 2012 |
Women Advisors Forum/Southern California: Protect Your Legacy Women advisors forum topic includes taking care of clients' futures as well as your own |
Chemistry World
October 5, 2012
Phhillip Broadwith |
Bayer and Evotec team up on endometriosis Bayer Healthcare and Evotec have agreed to collaborate in their search for drugs for endometriosis, a disease in which cells of the type that normally line the uterus wall grow outside of the womb. |
Financial Planning
October 1, 2012
Jim Grote |
The Art of Retirement: Interview with Paula Dorion-Gray At Dorion-Gray Retirement Planning in Crystal Lake, Ill., the emphasis is on preparing clients for retirement, with particular attention given to making sure that women are educated about financial issues. |
Financial Planning
October 1, 2012 |
Women Advisors Forum/Boston: Upgrade Your Practice If you're a woman with an advisory career - either at an RIA, a wirehouse, a regional brokerage or a bank - this forum is your opportunity to rub elbows with other high-ranking women advisors. |
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