Results for "women and investing"

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Wealthy wives want equal treatment from advisers

September 1, 2008

Married wealthy women want to be treated as equal partners in terms of financial decisions when they meet with financial advisers, according to a study from Mintel International Group Ltd. released exclusively to InvestmentNews. The data showed...

African-Americans, Hispanics struggle to maintain lifestyle

September 1, 2008

Remaining in the middle class has been especially tough for African-American and Hispanic families in this year's difficult economic times, according to financial advisers and a recent public-policy report. In measuring economic factors such...

Survey: Most women not very trusting of advisers

September 1, 2008

The good news is that women trust financial advisers more than automobile mechanics. The bad news is that they trust advisers less than insurance agents. On a scale of one to five, with a five representing the highest level of trust, women gave...

Morgan Stanley poaches American Indian wealth team

August 26, 2008

Morgan Stanley Private Wealth Management has poached a three-person team from fellow Wall Street firm Lehman Brothers Holdings Inc. to serve high-net-worth American Indian clients. The Lehman Brothers veterans, who will be based in Los Angeles,...

Women prevail in Smith Barney suit

August 14, 2008

A federal judge has approved Citigroup Inc.'s $33 million class action settlement with female brokers in its Smith Barney brokerage division. Judge Phyllis Hamilton of the U.S. District Court in San Francisco approved the settlement at a hearing...

Study: Women fear retirement more than men

July 23, 2008

Women have three major worries when they think about retirement: inflation, health and longevity, according to a study released yesterday by The Hartford (Conn.) Financial Services Group Inc. These worries keep women up at night more so than...

Diversity efforts bearing fruit, says SIFMA

November 14, 2007

Race and gender diversity at leading global financial firms has improved since early this decade, but has remained static for the past two years, a Securities Industry and Financial Markets Association report showed. The SIFMA 2007 Report on...

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