What's Current

July 26, 2016 | Financial Advisor

Addressing the Financial Needs of Millennial, Gen X and Boomer Women

By: Jocelyn Wright

Today women represent more than 50 percent of the U.S. population, make up the majority of college students (undergraduate and graduate) and continue to make progress in earnings and employment. Yet, despite these strides, how to address the financial needs of women remains largely unanswered by the financial services profession and its advisors.

May 3, 2016 | Financial Advisor

Women Advisors: How To Diversify The Advisor Practice

By: Dan Jamieson

There’s little argument the financial services industry needs more women advisors. The question is, how can it grow the ranks of women? Look for organizations to join and support and opportunities to connect with young people at high schools and colleges, said Jocelyn Wright.

April 4, 2016 | Make It Better

9 Reasons You’re Not Rich Yet

By: Meghan Streit

You make a decent living, have a nice house and don’t have any debt. But yet, you still haven’t achieved the true financial freedom that comes with ample retirement savings, capital to support the philanthropic causes that are important to you, and wealth to pass on to your children and grandchildren.