Results for "women and investing"

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Pimco accused of discrimination, retaliation by female executive

April 13, 2018

Pacific Investment Management Co. was accused of sex and age-based discrimination as well as retaliation by a female executive who alleges she was repeatedly passed over for promotion because she was a woman and demoted when she complained about...

Many women get a rude financial awakening when they divorce

April 13, 2018

For some, it means liberation. For others, loss. For women in particular, the doubling of the divorce rate for the 50-plus crowd since the 1990s can mean something far more prosaic: a need to shoulder the big financial decisions they'd let their...

Ladenburg women's group partners with national network

April 4, 2018

The Ladenburg Institute of Women & Finance is partnering with The W Source, a nationwide networking organization for female professionals, to help generate referrals for female financial advisers. The partnership is also intended to help drive...

Digital investment firm launches new fund for women

March 27, 2018

Ellevest, the digital investment startup founded by Wall Street veteran Sallie Krawcheck, is launching a new fund to invest in offerings that help advance women. "What we're hearing from women is that they want to take positive action," Ms....

An American CFP's experience in the land down under

March 27, 2018

Earlier this year, I spoke in Australia at Real Women Global, a women's empowerment organization, about my experience as a woman in the financial services industry. During my travels, I met fellow certified financial planner professionals from...

Women's History Month: Celebrating the women of financial planning

March 22, 2018

March marks the 31st year of National Women's History Month, which was designated by the U.S. Congress in 1987 as a time each year when the nation can collectively acknowledge and celebrate the achievements of American women. Over the past 31...

How to get women to feel comfortable about building wealth

March 14, 2018

While last year's Women to Watch think tank focused on how firms could attract more female advisers, this year's session featured a discussion on how to improve financial literacy among women, starting at an early age. The goal was to identify...

Peggy Ruhlin, Rianka Dorsainvil honored at InvestmentNews Women to Watch luncheon

March 13, 2018

Twenty-two women were recognized for their contributions to the financial advice industry on Wednesday at InvestmentNews' third annual Women to Watch luncheon. Peggy Ruhlin, the chief executive of Budros Ruhlin & Roe, accepted the Alexandra...

How to improve gender diversity in financial advice

March 12, 2018

Solving the riddle of why women make up such a small percentage of the financial planning profession begins with early and repetitive efforts to remind both women and men about the benefits of a more diverse workplace. While women comprise 51%...

InvestmentNews Research and State Street Global Advisors Release New Study, “Women in Advice: Inspiring the Next Generation of Financial Advisers”

February 9, 2018

BOSTON, February 7, 2018 — InvestmentNews and State Street Global Advisors, the asset management business of State Street Corporation (NYSE: STT), today announced new research into many of the reasons why women still represent a distinct minority...

The mutual fund men's club needs more women

January 30, 2018

By now we know that having more women on leadership teams enhances businesses. We also know that women have qualities that make them good investors, such as their approach to risk. Why then are there still so few women money managers? The figures...

Time's up for feminine famine in financial planning?

January 10, 2018

Here's my personal wish for 2018: As #MeToo gives way to #TimesUp as Hollywood's response to sexual harassment charges, I hope a similar resolve to boost the ranks of female financial advisers finds new inspiration to transform the profession...

Misperceptions about the financial advice industry are stalling gender equality

January 9, 2018

Women remain underrepresented in the financial advice industry, progress toward gender equality is moving at a snail's pace and women in the industry still face substantial barriers to advancement. As a new report from InvestmentNews Research...

Female clients have gone from niche to the new normal

December 21, 2017

The numbers tell a compelling but contradictory story. Women are 51% of the population and are outpacing men in both workforce participation and college graduation rates, according to U.S. Census data. Moreover, they are at the precipice of...

Krawcheck expands Ellevest robo to three service levels with more human advice

December 20, 2017

Sallie Krawcheck is using a recent infusion of venture capital to expand the offering of Ellevest, a digital-advice platform for women, to three service levels. Investors can access the robo-adviser by itself for 25 basis points (formerly 50...

Women in Advice

December 20, 2017

The following is an excerpt from the report, “Women in Advice: Inspiring the Next Generation of Financial Advisers”

Eleanor Blayney to retire from CFP Board

November 28, 2017

Long-time women's advocate Eleanor Blayney will step down from her position as Special Advisor on Gender Diversity at the end of the year, the Certified Financial Planner Board announced Tuesday. Although Ms. Blayney plans to retire, she doesn't...

Advisers ignore 'responsible investing' at their own risk

November 17, 2017

Financial advisers might be missing a big asset-gathering and client-satisfaction opportunity if they aren't familiar with the nuances of "responsible investing" trends, according to Marcus Valesco, managing director in the Wealth Management...

Firms explore ways to bolster the number of female financial advisers

November 14, 2017

Boosting the number of women in the financial advice business to a level that more equally represents the population may require firms make changes related to hiring, compensation, training and other areas. It also will require getting more...

Millennials, women drive assets to ESG strategies

November 7, 2017

Two groups of people – women and Millennials – are responsible for the doubling of ESG assets to $8.1 trillion worldwide since 2014, said panelists at the InvestmentNews Focus on Investing event on Monday. "Women now control up to 50% of...

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