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Summary: The night before a conference where I was scheduled to speak, I found myself in a crowded bar just south of Greenwich Village. The organizers had arranged a VIP reception, and — having just moved to New York — I figured I should attend. Indeed, I had good conversations with four interesting people whom I’ll probably keep in touch with. But when I walked out the door an hour later, I was thrilled with my revelation: I’m never doing that again.
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Summary: Managing personal finances and preparing for retirement isn't easy for anyone, but the challenges are particularly difficult for women. The latest results of an annual survey of financial literacy and wellness showed that women continue to feel less confident than men about their ability to manage their cash flow and debt, allocate their investments and prepare for their retirement.
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Summary: InvestmentNews surveyed 377 advisers on their experiences attracting and working with women clients. These are highlights.
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Summary: Social media and other online communication may be top of mind for financial advisers, but many find there is no substitute for old-fashioned, in-person client events.
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Summary: McKinsey & Company most recent report on retail asset management is, of course, aimed at helping product providers up their game. But its findings also shed light on the financial-advice business — specifically, where growth is expected to be strongest over the next several years.McKinsey says the wirehouses will capture only 2% of those assets, compared with 28% for RIAs and 21% for independent broker-dealers.
