Industry

Purpose Financial buying small biz lender Thinking Capital

Find out why

By Staff |March 9, 2018

1 min read

Advisors dish up details from the gender divide

Plus, they share how they're making a difference for others in the industry

By Michelle Schriver |March 8, 2018

5 min read

A will is not an estate plan

Help your clients if they think estate plans simply involve a will

By Melissa Shin |March 8, 2018

3 min read

Women’s financial goals more modest than men’s: report

A recent report that highlights differences between men and women when it comes to investing seems to raise as many questions as it answers. Mylo Financial Technologies finds that women’s financial goals are 52% smaller than men’s: on average, women’s financial goal value is $24,842, compared to $47,810 for men. The reason for the discrepancy […]

By Staff |March 7, 2018

3 min read