Results for "women and investing"

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Women advisers not attracting as many assets as male colleagues

January 12, 2017

Female financial advisers are not attracting an equal share of client assets compared with their male colleagues, and the picture looks especially bleak at RIAs, new data show. The number of female financial advisers overall is slowly rising...

Tips for working with female clients who are in financially unequal relationships

January 9, 2017

When partners are financially unequal, it's challenging no matter who has more. You would think that by now, a woman having substantially more money wouldn't be such a big deal. But it is. And you might think that the experience you have with...

What Trump can teach financial advisers about women

November 30, 2016

I never thought I would write a blog about Donald Trump. But I guess most of us never would have guessed that he would become our 45th president. Whether you are sad that he won or just plain relieved that this election is over, his candidacy...

Former Citigroup broker claims she was victim of gender discrimination

November 29, 2016

A former Citigroup Inc. broker in New York has sued the bank claiming she was reduced to “a glorified secretary” because of her gender and fired when she reported a superior for violating rules designed to prevent insider trading. Erin Daly...

Women go nontraditional with new advisory practices

November 21, 2016

To hear Carol Craigie and Catalina Franco-Cicero describe their business model, you'd think they were running some kind of physical fitness center rather than a financial planning shop. Their customers need an “energy minimum,” rather than...

Hostilities against women take the form of fewer workplace opportunities on Wall Street

November 21, 2016

Women who work in the retail financial advice business have long faced sexual harassment and discrimination at the hands of their male colleagues, just as women have in other industries. Wall Street's at times flagrant harassment of female financial...

Divorce might be the worst financial plan of all

October 19, 2016

Divorce can crush just about any retirement savings strategy. And women generally suffer more than men. The later a woman divorces, the more likely she is to be working late in life. The road to real riches often begins in Congress, where the...

Most women claim Social Security early

October 6, 2016

Women tend to live longer than men, which means they spend more time in retirement and often do so with less savings. As a result, women retirees, on average, could spend 70% of their Social Security benefits on health care costs. Women count...

Firms must look for female advisers in unusual occupations

October 5, 2016

Firms that want to recruit female financial advisers have to cast a wide net and look for prospects in occupations that they may not have traditionally considered, according to an executive at Raymond James Financial Inc. Aside from its normal...

Morgan Stanley urges advisers to embrace female-friendly investment strategies

September 21, 2016

Morgan Stanley is urging its financial advisers to talk with clients about investing in companies that are supportive of women through employment or their products and services. The investment firm this week began providing its almost 16,000...

Sallie Krawcheck's Ellevest raises $9 million from group including Venus Williams

September 15, 2016

In its latest round of funding, Ellevest, a robo-adviser for women co-founded by former Wall Street executive Sallie Krawcheck, has raised $9 million. Professional tennis player Venus Williams, Ariel Investments president Mellody Hobson and...

3 things financial advisers need to know when serving female clients

August 16, 2016

I recently watched an Ellen DeGeneres clip where she makes fun of the Bic pen designed for women. Ellen humorously points out the clichés Bic used in designing and marketing its pen. Their “pen for women” is like any other writing instrument,...

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 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...

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