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I just wanted to thank all of you who made it to the Women Advisors Forum New York. We had nearly 200 advisors in attendance, a record for this series!
But what’s even more important are the ideas shared, lessons learned and exciting…Continue
Sallie Krawcheck's surprise news that she will take the helm of the women's network 85 Broads came together after what she calls a "meeting of the minds" with founder Janet Hanson. Read on to find out more about what she plans for the organization, as told to American Banker Magazine Editor-in-Chief Heather Landy.…Continue
Attracting high net worth investors was a big topic of conversation at this week's Women Advisors Forum in New York. See what Christine Gaze, director of practice management had to say about how advisors can better reel in these clients.
How Advisors Can Stand Out From the Crowd…Continue
A new survey from UBS Wealth Management Americas shows that a majority of high net worth and affluent investors feel less financially prepared for their long-term-care needs than their retirement goals. And what's more: Women feel even less prepared to cover their health and other care needs into their old age. The reason? Women are acutely aware that they will likely live longer.…Continue