Results for "women and investing"

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Dawn Bennett plays the victim, challenges SEC ruling

August 2, 2016

Dawn Bennett, having been barred from the financial services industry and fined $4 million for her shady advisory practices, is now claiming the SEC sought her out as a high-profile disciplinary trophy. ”Why was I a target for something that...

Erica McGinnis stepping down as CEO of Advisor Group

August 1, 2016

Erica McGinnis is stepping down from her role as president and chief executive officer of Advisor Group, three months after American International Group Inc. completed the sale of the brokerage network to Lightyear Capital, according to a memo...

Why women tend to outperform men when investing

July 24, 2016

Wall Street is often portrayed as dominated by fast-paced trading and massive risk-taking. But it turns out that qualities like patience, humility and risk aversion can drive better returns over time. It may prove lucrative to remember that...

Why aren't there more women fund managers?

July 24, 2016

If you're looking for comforting news about the great strides women have made breaking into investment management, you won't find it here. Men still overwhelmingly dominate the field. But the inroads that women have made in money market funds...

Women-focused robo-adviser SheCapital shuts down

July 19, 2016

Women-focused robo-adviser SheCapital has shut down about a year after it launched, a sign that it takes more than building a niche platform for investors to join. Founder Tina Powell, also the director of business management at Beacon Wealth...

Women to Watch 2016: Nominations open for female leaders of the advice industry

June 19, 2016

When you launch something new, you can only hope it takes off the way you envision. Our Women to Watch initiative did just that — and then some. After announcing our call for nominations last July, we received more nominations than we expected....

Women, money and investing

May 15, 2016

InvestmentNews partnered with Kiplinger's to ask women about their experiences at different life stages with investing and financial advisers. Here are some of the results. Gender Their adviser's gender Female Male Breadwinners Widows Source:...

Recognize what makes female clients different

May 15, 2016

Lauren Faustini struggled for many years to find an adviser who was not solely focused on her money. Most of the advisers she worked with just made investment recommendations and barely knew her name. Now her adviser listens to what she needs,...

How men and women really divide financial responsibilities

May 10, 2016

Financial advisers probably know now that when it comes to female clients, it all comes down to trust, but do they know how women and men stack up against each other in the household? Here’s a breakdown of the ways both men and women feel...

Clients still need Social Security advice

April 24, 2016

The Bipartisan Budget Act of 2015 took the wind out of the sails of many advisers who had been looking forward to using a Social Security claiming strategy known as file and suspend on behalf of their baby boomer clients. The option, which was...

Most women don't trust financial advisers

April 4, 2016

Most women don't trust financial advice. Here's why. A majority of women believe the financial services industry is more dedicated to profits than to providing sound financial advice. According to the Bacon Cheeseburger Index, the Federal Reserve...

Help more women succeed as financial planners

March 16, 2016

That the personal financial planning industry needs more women to join is a no-brainer. The real puzzle is how do we get more women to stay. It's no secret the industry has done a poor job attracting and retaining female advisers, creating a...

Nominate your best for InvestmentNews' 40 Under 40

March 1, 2016

InvestmentNews is beginning its search for the best and brightest among the advice industry's up-and-comers. We're counting on you to help us out. If you know a superstar adviser who will be 39 or younger on June 20 — someone who really stands...

Help women tackle their larger student debt burden

February 12, 2016

Women have yet another financial concern that weighs more heavily on their shoulders than on men's. College-educated women are taking a longer time paying off the debt they incurred to attend school, new research has found. In 2012, working...

We might all be better off if more women were managing money

January 27, 2016

If the data is correct, we would all benefit if more women were managing money. The male-dominated province of so-called Masters of the Universe. Newsflash: Rising oil prices are good for stocks, unless they're not. Got it? The stock-oil correlation...

Gray divorce boosts poverty level for women

January 12, 2016

Divorce among spouses age 50 and older is increasingly common and has negative implications for baby boomers' retirement security, according to new research from the National Center for Family & Marriage Research at Bowling Green State University....

What we'll remember about the markets in 2015

December 29, 2015

Reflecting on 2015, I'm inclined to dub it the year of “It's about time.” After years of taunting and teasing, the Federal Reserve finally pulled the trigger in December with the most hyped 25-basis-point interest-rate hike in history, leading...

Sallie Krawcheck dishes on being downsized

November 30, 2015

Sallie Krawcheck says the economy is evolving at such a rapid pace that producing great results isn't doesn't equal job security. She knows a thing or two about job security. That point when you realize the company is going in a different direction....

How advisers can close the industry's gender pay gap

November 29, 2015

InvestmentNews' Women's Issue last week uncovered many realities about life in the financial advice industry. One seemingly positive finding: The gender pay gap is smaller for financial advisers than for the labor force as a whole. Women make...

Morningstar's Benz: My journey from copy editor to fund analyst

November 29, 2015

Most of my colleagues have a voracious appetite for anything related to business or investments. Morningstar's first mutual fund analyst and current managing director Don Phillips sunk his paper-route money into a mutual fund, compelled by the...

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