Results for "women and investing"

Displaying 329 results

Sort: Date | Relevance

Author:

The world is flat — and some people like it that way

May 15, 2019

Last time in this space I stirred the pot a bit by calling out the uneven "progress" of wealth management firms on adopting better productivity and embracing demographic realities — especially the rising importance of women clients and the...

Building dialogue with lawmakers to advance women's careers

May 3, 2019

As our members know, the Financial Services Institute is firmly committed to championing the cause of helping more female professionals not only enter, but achieve lasting success within the financial advice industry. The formation of the House...

Rich women increasingly call the shots, wealth heads say

April 11, 2019

Rich women mean big business for some of the world's largest wealth managers. Women control about $14 trillion in assets in the U.S., which is comparable to the gross domestic products of China and India combined — and they're underserved...

What a man can learn by attending a women's financial conference

April 9, 2019

As I look at our industry, I see many advisers who do excellent work in helping clients. Recently, I was fortunate to attend the Annual Forbes/Shook Investment Conference. It was an excellent program filled with many financial advisers. As I...

Financial literacy could make advice more accessible to women of color

March 18, 2019

Financial illiteracy in the U.S. hits women and women of color especially hard, according to several participants in an InvestmentNews workshop on the role financial literacy can play in making the advice industry more diverse and inclusive....

Women to Watch: Karen Schaeffer, Rachel Moran honored at fourth annual luncheon

March 14, 2019

InvestmentNews honored 22 women for their outstanding work in the financial advice industry on Thursday at the fourth annual Women to Watch luncheon. Every woman recognized has made a lasting impact on the industry. They are not only distinguished...

Sallie Krawcheck talks gender gap on The Daily Show

January 30, 2019

Sallie Krawcheck, CEO and co-founder of Ellevest Inc., a robo-adviser for women, derided the idea that the gender pay gap is disappearing, in an appearance Tuesday on The Daily Show. "It's not happening," Ms. Krawcheck told the show's host,...

Women in leadership: Equality in the workplace starts at the very first promotion

January 15, 2019

The asset management industry is awakening to the importance of gender diversity across its ranks, from investment professionals to executive leadership. Recent studies have shown that mixed-gender portfolio management teams not only yield superior...

Why women make better advisers than men

January 15, 2019

Recruiting and encouraging women advisers is the route to better returns for clients and a more favorable image for the advice business. That's the message delivered by Blair duQuesnay, an adviser at New York's Ritholtz Wealth Management, in...

5 things female breadwinners need from their financial adviser

January 10, 2019

Nearly half of mothers (42%) are sole or primary breadwinners for their families, bringing in at least half of the earnings, according to data from 2015. Another quarter (22.4%) were co-breadwinners, bringing home 25% to 49% of earnings. In...

Amplifying female advisers' strengths to drive growth

January 7, 2019

In order to help female professionals build rewarding careers in the financial advice industry, leaders in our space should understand that the model for success for female advisers looks different in some key ways from what we have seen before....

Jefferies CEO won't tolerate discrimination against female bankers by male colleagues

December 13, 2018

Rich Handler said he won't tolerate Jefferies Financial Group Inc. bankers shutting out their female colleagues for fear over the #MeToo movement. (More:​ Don't fear women. It's bad for them and bad for business) "There is no excuse to exclude...

Are you serious, Wall Street? A response to the #MeToo 'advice' of men

December 5, 2018

This open letter is a response to a Bloomberg article​ InvestmentNews ran Tuesday about some male Wall Street executives whose concerns about #MeToo accusations have led them to limit the ways in which they work with female colleagues, for...

Q&A with Abigail Johnson and Kathleen Murphy of Fidelity Investments

November 19, 2018

In an era of low-cost index funds, it's tough to be best known for your stockpickers. Fidelity Investments, the 72-year-old family-controlled company, made a splash in August with the industry's first zero-fee index funds. Abigail Johnson, who...

Female advisers more likely to consider ESG investing strategies

November 19, 2018

A recent study conducted by InvestmentNews Research and sponsored by Calvert Research and Management measured financial advisers' perceptions of environmental, social and corporate governance investing. Among other trends, the study, "From Upstream...

Advisers draw inspiration from women who ran for Congress

November 17, 2018

A record number of women ran for Congress in the midterm elections, a breakthrough that could inspire female financial advisers to make similar progress in their own male-dominated profession. Although the women on the ballot were waging political...

Hester Peirce: All women do not speak with the same voice, and SEC commissioners are no different

November 17, 2018

Fifty years ago, then-Securities and Exchange Commission chairman Manny Cohen, speaking to the Women's Bond Club of New York, predicted: "Perhaps if we take steps to make clear that women really have an important role to play in the world of...

Peggy Ruhlin on steps advice firms can take to improve the female famine

November 17, 2018

When I received my Certified Financial Planner designation in 1986, I was told that only 25% of all CFP® certificants were women. Today, more than 30 years later, women represent just 23% of the CFP® population. How can that be possible? This...

Why wealth management needs more women

November 17, 2018

When I joined Balentine & Co. in 1994, every partner of the firm was male, and the women were either sales associates or assistants. It might seem to have been the status quo, but I soon realized I'd joined a firm that was different. I had direct...

How to be a mentor

November 17, 2018

None of us got here completely on our own. We've all been fortunate enough to have someone along the way, be it a teacher, friend, family member or colleague, who pulled us out of our comfort zone, gave their time to raise us up and pushed us...

Next Page »

1 | 2 | 3 | 4 | 5 ... 17

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.