Results for "women and investing"

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When it comes to managing their finances, women trail men

June 14, 2012

Women still lag behind men when it comes to managing their own money — such as spending less than they make — and in overall investment knowledge. According to a survey of 2,200 women and 500 men, about 62% of women said they have a handle...

Why widows ditch their advisers

May 9, 2012

Conventional wisdom holds that most women fire their financial adviser within three years of becoming a widow. Amy Florian, chief executive of bereavement counselor Corgenius Inc., knows why. “The adviser didn't ask me about what I was going...

Female clients more likely than men to make referrals

April 29, 2012

Women are more valuable clients then men. When a female client is happy with your services — whether you design home interiors, cut hair or provide financial advice — she is much more likely to recommend you to her friends and family, according...

Women control the purse strings — so where are all the female advisers?

April 26, 2012

When Charles Schwab decided to ask advisers about their female clients, it expected to hear that women were about as involved as men in handling their investments. What it didn't expect was that advisers are more likely to be behind the curve...

Women and Investing: Your questions answered

April 17, 2012

This afternoon, InvestmentNews is hosting the first webcasts in a year-long series focused on working with female clients. Today's webcast, Attracting women clients: Adviser success stories, will feature experts talking about how financial advisers...

Women & investing: A note from the editor

April 12, 2012

There is no doubt that women investors represent a tremendous growth opportunity for financial advisers. However, study after study shows that women are not being serviced or paid attention to as much as they should be by advisers. That's why...

Planning-focused firms have edge with women

April 8, 2012

Rebecca Pomering has no doubt why she wants a female-friendly practice. “Our premise is that more and more women are making financial decisions for their families and driving decisions about providers,” said Ms. Pomering, chief executive...

Don't treat wives like they're invisible

April 8, 2012

Many wives would just as soon leave the family finances to their husbands, but smart financial advisers don't let that happen. “I know if I don't get that other person involved, it won't work,” said Kristin C. Harad, owner of VitaVie Financial...

Not all female clients are cautious investors

April 8, 2012

Female clients may have a reputation for being cautious, but that's not always the case, according to Lisa A.K. Kirchenbauer, president of Omega Wealth Management LLC. “While women do tend to be more focused on planning for the future, we...

Adviser triples assets by making her firm female-friendly

April 8, 2012

Five years ago, Cathy Curtis' financial advisory practice had pretty much stalled out when she met a woman at a networking event who was a “branding” expert. After a 12-week clinic with the woman, Ms. Curtis realized her greatest strengths...

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...

Give your practice a makeover to attract women

April 8, 2012

Financial advisory firms that have found success focusing on female clients share a few common marketing and hiring traits — as well as some other tactics — that keep women walking through their doors. “If you are a financial adviser,...

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.,...

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...

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....

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...

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...

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