Sunday, May 11, 2014

Fw: FA Women in Planning News

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From: Financial Advisor Magazine <>
Sender: Financial Advisor Magazine <>
Date: Sun, 11 May 2014 10:06:28 -0400 (EDT)
To: <>
Subject: FA Women in Planning News


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The Insured Retirement Institute says almost half of boomer women and one in seven Gen X females haven't calculated the amount of money they'll need in retirement.
A former ICU nurse and stay-at-home mom, Susan Kaplan is now one of the country's top advisors.
Increased financial education in the workplace is heightening money worries, contends the sponsor of a new study.
When Diane Daniels was a financial planner at an insurance company 15 years ago, she was told that the manager didn't think women should be selling.
First Allied is expanding its mentoring program to help new women advisors enter the field.
There's still a lack of female executives, even though employees desire a more collaborative and creative style of management women often offer.
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