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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 ...

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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 ...

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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 ...

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Broadening Your Bench – Version 2.0

Different? Not really. Despite its significant financial power — estimated at more than $1 trillion in the US alone — ...

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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 ...

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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 ...

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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 ...

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Three Areas Where HNW Clients May Be Underinsured

Risk management isn’t just about investment portfolios – 3 areas where HNW clients may be exposed. 

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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 ...