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Financial Planning
October 30, 2006
Elizabeth O'Brien |
Testing the Glass Ceiling Women are working to raise their numbers -- and their profile -- in financial planning.   |
Financial Advisor
July 2006
Tracey Longo |
Why Aren't There More Women? NAPFA's new women's roundtable plans to learn why more women aren't choosing the financial advisory profession. |
Investment Advisor
June 2007
Melanie Waddell |
Only So Far, Still? Bias against women in the financial field -- both clients and advisors -- still exists. |
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 |
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? |
Financial Advisor
November 2010
Joni Youngwirth |
Out Of Balance Should our industry take proactive steps to increase its number of women? |
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. |
Psychology Today
Jan/Feb 2007
Judith Sills |
Catfight in the Boardroom Do women hold other women back? Whether it's reality or perception, office pressures can make women uncooperative. |
Financial Advisor
February 2006
Tracey Longo |
NAPFA: Holier Than Thou The chairwoman of the the small and once-feisty organization for fee-only financial advisors seeks balance between the group's rabble-rousing roots and concern for members. |
Investment Advisor
August 2006
James J. Green |
IA Leaders: Back in the Saddle As her NAPFA chairmanship concludes, Peggy Cabaniss moves to her next challenge. Here is an interview on how she got started in the business, on what she provides to clients and the future of the industry. |
Financial Planning
December 1, 2007
Jim Grote |
High Net Worth: Practice Profile: The Listener Karen Altfest uses her fine-tuned interviewing skills to help solve the financial issues of her predominantly female clients. |
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. |
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
December 1, 2010
Mary Quist-Newins |
Missing in Action As planners look to grow and ultimately transfer their businesses for maximum value, aligning team members with market opportunities is just common sense. This means actively recruiting and retaining more female financial planners. |
