Active investment management’s weekly magazine for fee-based advisors

Katie Kuehner-Hebert

Katie Kuehner-Hebert is an award-winning journalist with more than two decades of experience writing about the financial services industry. She has expertise in the banking, insurance, financial planning, economic development, and employee benefits areas and her work has appeared in many leading publications.

Why it’s smart to focus on female clients

Women have enormous power in the economic and investment landscape, but their financial needs are often underserved by financial advisors—which is why it’s smart to actively court female clients. In fact, some financial advisors even make a niche out of...