Plot Twist! When a Woman’s Financial Story Takes a Sudden Turn
How to add value for women writing the next chapter of their lives. Change is inevitable. A solid financial plan ...
Starting the Pivot Conversation
This Special Guest post focuses on how advisors can help the executives they serve understand when it is time to think ...
The Flexible Advisor: Top 2021 Downloads Expose Two Persisting Concerns
Diversity, Equity & Inclusion (“DE&I”) This has become such a ubiquitous topic that some may be tempted to ...
Broadening Your Bench – Version 2.0
Different? Not really. Despite its significant financial power — estimated at more than $1 trillion in the US alone — ...
3 Guidelines for Hiring and Retaining NextGen Talent
On a recent episode of The Flexible Advisor podcast, We spoke with Yonhee Gordon, Chief Operating Officer and Chief ...
No Time? Here's how to find some.
Patty Kreamer, CPO® joins FlexShares' Special Guest blog series to provide unique insights on the topic of managing ...
Blog / Advisor Teams and Diversity
Risky Business — What Advisors Need to Know About Women and Risk Tolerance
AnnMarie Pino joins FlexShares' Special Guest blog series to provide unique insights on the topic of women and ...
Three Areas Where HNW Clients May Be Underinsured
Risk management isn’t just about investment portfolios – 3 areas where HNW clients may be exposed.
Expect Wide Variety in the New Normal of the Future
This is the fourth in a series of Special Guest posts designed to share ideas from industry consultants and financial ...