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Women & investing: Why many advisers are missing out

April 8, 2012

Some are calling it a revolution. Women now control $18.4 trillion in consumer spending, hold approximately 30% of global wealth and are the sole heads of 32% of U.S households. This makes women the largest emerging market in the world, twice...

How does an adviser win a female client's trust?

April 8, 2012

To win trust, presume nothing - and listen closely. “By being an exquisite listener and not having an agenda other than helping the client understand her own goals; you can't presume anything,” said Carolyn Lloyd-Cohen, founder of Carolyn...

Caution can work to women's advantage

April 8, 2012

Let's face it— when it comes to money, like so much else in life, men are from Mars, women are from Venus. Men tend to be warriors, and women tend to be worriers, says Cam Neri, senior managing partner at Retirement Capital Strategies Inc.,...

Advisers unsure how to reach women

April 8, 2012

The financial advice business might be a man's world, but it is women and their needs that will increasingly drive its economics. An InvestmentNews survey of 439 male and female financial advisers showed that both men and women understand that....

Divorcees seeking security, not returns

April 8, 2012

For Jennifer Failla, the key to working with female clients is looking beyond investment returns. Ms. Failla, principal of Failla Financial Management LLC, an independent advisory firm in Austin, Texas, that works only with divorcees, said that...

Merrill advisers win round in court

April 1, 2012

The 7th U.S. Circuit Court of Appeals has denied a request by Merrill Lynch to rehear arguments on a discrimination case originally filed by black financial advisers at Merrill in 2005. Earlier this year, the court granted class action status...

Women and investing: What advisers need to know

February 5, 2012

InvestmentNews has kicked off an integrated initiative to help financial advisers better serve female investors. The program — Women and Investing: What Advisers Need to Know — consists of a special report on women and investing that will...

Slower recovery

October 16, 2011

The Great Recession ended in June 2009, but don't tell that to women. A survey of 2,746 adults conducted by the Institute for Women's Policy Research found that over the past two years, women have had a tougher time finding work than men. Since...

Merrill advisers rebuffed on bias suit

October 9, 2011

The Supreme Court has refused to revive a bid to sue Bank of America Corp.'s Merrill Lynch unit for allegedly paying 700 black financial advisers less than their white counterparts. The justices last week turned away an appeal by 17 current...

'This is not an easy industry for women'

September 25, 2011

Sherri Stephens remembers the first investment conference that she attended at Raymond James Financial Inc., when she was in her early 20s. “I think I was the only woman at the conference back then, and I was so intimidated,” she said. Now...

Couples: Talk about retirement plans, finances

June 29, 2011

The age-old problem of lack of communication between couples apparently extends all the way to retirement, and puts many wives at risk because they don't understand the family's retirement finances. Fidelity Investments took an interesting look...

Gender split on target funds

February 27, 2011

Female retirement plan participants appear to display a greater inclination to place assets in target date funds than in target risk funds. An analysis of the retirement plans administered by Massachusetts Mutual Life Insurance Co. showed that...

Program helps women cope with 'life transitions'

December 12, 2010

An enormous number of women aren't getting the help they need to navigate major life changes. So say the financial advisers affiliated with the Sudden Money Institute, an organization founded in 2000 by Susan Bradley that helps women cope with...

Native American tribe buys a broker-dealer

September 13, 2009

In what may be a first, a Native American tribe is buying a broker-dealer and money manager, with a plan to win business by using its status as a minority-owned firm to appeal to Native American investors. Westrock Group Inc. last week said...

An industry first? American Indian tribe buys a broker-dealer

September 9, 2009

In what may be a first, a tribe of Native Americans is buying a broker-dealer and money manager, with a plan to win business by using its status as a minority-owned firm to appeal to Native American investors. Westrock Group Inc. of New York...

What women want

August 9, 2009

Although women constitute a significant amount of global spending, many feel that they are underserved by businesses, particularly in the investment industry, according to a recently released survey from The Boston Consulting Group Inc. The...

Women take lead in cutting back on spending

July 28, 2009

Women are cutting back on discretionary expenses in this down economy more than men, according to a study released today. In fact, 86% of women were spending less on discretionary expenses — including eating out and buying clothes — compared...

Women sue BofA for alleged bias on bonuses

July 10, 2009

Bank of America finds itself back in hot water over retention bonuses at its recently acquired Merrill Lynch unit. This time the furor is being raised by female employees at the firm who claim they received much smaller bonus checks than their...

Blacks, Hispanics lag in 401(k) participation

July 7, 2009

African Americans and Hispanics are less prepared for retirement than their white and Asian counterparts, according to a survey released today. According to the Ariel Education Initiative study, which analyzed 401(k) data from almost 3 million...

Do you 'get' female investors?

June 21, 2009

For all the talk of advisers recognizing the importance of female investors, it still seems there's a way to go. Consider that an estimated 70% of married women fire their financial professional within a year of being widowed, according to research...

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