Displaying 6 results
More than half of widowed women staggered by financial woes
New national poll of bereaved women reveals a “tremendous financial burden,” particularly for those who weren’t prepared.
How advisors can lead with purpose
Advisors from several firms discussed their approaches to being a purposeful business at a recent webinar
Debt levels, economic concerns forcing Americans to make tough choices
A Thrivent survey finds 53% of respondents would take a job working harder and longer hours to make and save more over making less money, but having more free time to do what they love.
Connecting with clients requires advisors to show their own vulnerability
'If you crack yourself open, they'll crack themselves open alongside you. It makes the focus of your relationship about the truth,' Lupe Camargo said at the InvestmentNews Women Advisor Summit.
Strategies for continuing to diversify the wealth management industry
Panelists at the Women Adviser Summit in New York City say firms need to rethink how they look for new talent if they're serious about increasing diversity in the industry.
‘Boomerang’ kids putting parents’ retirement at risk
Thirty-five percent of parents with adult children living at home have compromised their own savings or long-term goals, like retirement or housing, to financially help their kids, a Thrivent study shows.
