Article Archive

Tips to Achieve a Better Work-Life Balance

Work-life balance is something all professionals struggle with at some point in their careers. The fight between keeping your career thriving and spending precious time with your family or doing things you love can be stressful and difficult, especially for financial advisors.

Succession Done Right: Relationship Building is Key

What happens when a succession plan goes right? Barbara Williams and Gloria Foote founded Financial Focus, an independent investment advisory practice, in 1984. Although the Carlsbad, California-based firm works with businesses and couples, the partners focus strongly on women clients.

Super Women’s Summit Outside-the-box Keynote Focuses on Memory and Mental Acuity for Clients and Advisors

Securities America celebrated our 12th annual Super Women’s Summit on June 5, bringing together top women advisors to meet up, learn and hear from speakers who resonate with women from both a personal and professional perspective. This year we welcomed the equally amazing women advisors from our sister independent advisory and brokerage firm (IAB), KMS Financial Services, and had 200 women in attendance.

Values and Faith Moving to Center Stage in Investment Strategies

Research from Spectrum reveals nearly half of millennials with a net worth of $1 million-plus factor social responsibility into their choice of investments. More than a quarter of investors age 45 or younger have put at least 25 percent of their investments into socially responsible companies. Institutional and high net worth investors, especially millennials and women, are aligning their values with their investments.