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8 secrets for serving female breadwinners

August 21, 2015

More and more women are taking the lead financially in their families, with four in 10 families currently counting the matriarch as their primary breadwinner. And with almost 95% of women expected to take on the role of the primary financial...

What we can learn from women-led funds that outperform?

August 6, 2015

When I challenge investors to name famous money managers, I inevitably hear names like George, Julian, Warren and Steve. In fact, unless I specifically ask the investor to name a female money manager, the answer is never a female moniker. However,...

Why gender diversity means better outcomes for investors

July 28, 2015

The investment industry has certainly gone through a period of turmoil over the past 15 years, bookmarked by the infamous dotcom bust and the potential reshaping of the eurozone. Investor confidence has been shaken, and an entire generation...

Survey proves, it all comes down to trust

July 26, 2015

Most Financial advisers do not have a plan in place to target female clients specifically, but the vast majority would like to add more women to their client roster. The reasons why are pretty simple: Women live longer than men, they stand to...

InvestmentNews launches Women to Watch list; nominations being accepted

July 26, 2015

It's no secret that women are a minority in the financial services industry, especially in leadership positions. For the past six-plus years, InvestmentNews has been making a concerted effort to bring attention to the lack of female representation...

4 ways advisers can become more actively engaged with female investors

July 26, 2015

Women have become an economic force to be reckoned with, particularly when it comes to their investing potential. Numerous studies show that U.S. women create, control and influence upwards of $11.2 trillion — nearly 39% of the nation's investable...

Help clients 'think straight' during life transitions

July 14, 2015

Advisers with the skills to help clients through transitions such as divorce, widowhood, career changes and other situations will find they have an especially loyal clientele. But these clients take more patience and empathy than the average...

10 things advisers should never say to female clients - Never say this to female clients

July 13, 2015

When it comes to working with female clients, many male financial advisers need a little help to get it right. How else can you explain the fact that an estimated 70% of widows fire their male financial advisers after their husbands die and...

Krawcheck to advisers: 'Middle-aged white guys' must help women get raises

June 25, 2015

The disparity in pay between men and women is a key source of the retirement-savings gap, and an issue that financial advisers should help their clients overcome, former Merrill Lynch boss Sallie L. Krawcheck said Thursday. In a speech at the...

Former SEC Chairwoman Mary Schapiro's lessons on leadership

June 24, 2015

When Mary Schapiro became chairwoman of the Securities and Exchange Commission in 2009 immediately following the Bernard Madoff scandal, there was a lot of work to be done. "There were a lot of vacancies, and the technology hadn't changed from...

InvestmentNews to host women-focused conference series

March 31, 2015

InvestmentNews is hosting a three-event conference series aimed at helping female financial advisers increase their business and continue their professional development. The Women Adviser Summits will be held May 6 in Chicago, July 14 in Washington...

4 ways to strengthen relationships with affluent women investors

March 18, 2015

For the past five years, we’ve conducted our Rebuilding Investor Trust studies to find what’s important to affluent investors, from their financial lives to their relationships with their advisory firms and advisers. The fourth edition of...

Medicare's long, strange trip

February 15, 2015

Fifty years ago this year, both Medicare and the Grateful Dead got their start. Today, all the surviving members of that famous San Francisco band are eligible for Medicare. It's a fair bet that they, like most people in their age group in 1965,...

Daniel Kahneman's top advice: Don't churn accounts

February 10, 2015

Asked to crystallize a career of studying how people think into one bit of guidance for financial advisers, the Nobel laureate Daniel Kahneman didn't hesitate. His advice: "Don't churn" accounts and trade too much. "Don't trust your own confidence,...

3 qualities all advisers' outsourcing partners should share

February 4, 2015

I recently participated in a panel on the subject of outsourcing at the Women Adviser Summit hosted by InvestmentNews. Since the event, I've had time to think further about the topic and to discuss it with our panel moderator, Marion Asnes,...

How to perfectly time your clients' Medicare enrollment

January 28, 2015

In a competitive environment, adding value to client relationships and prospects by understanding the convergence of health care and financial planning has never been more important. Advisers recognize the need to help clients make the optimal...

Lessons from the $1B divorce case: How to split business assets

January 13, 2015

Harold Hamm's divorce case is grabbing advisers' attention for a reason other than the billions at stake: the dilemma how to split assets tied to a business. Did Mr. Hamm's business rise in value due to normal market forces over the course of...

Finding solutions to the key challenges of modern retirement

January 11, 2015

Just 30 years ago, most American workers were able to stop working in their early 60s and enjoy a long and comfortable retirement. That brief golden age is over, declares the new book “Falling Short: The Coming Retirement Crisis and What to...

Advisers find new ways to attract increasingly wealthy population — women

January 9, 2015

The nation's changing wealth demographics have encouraged many advisory firms over the past few years to strengthen their focus on women, who represent about 45% of U.S. millionaires and are on their way to becoming the majority. The paths firms...

Chris Rock's divorce offers lessons in divorce planning

December 30, 2014

Every crisis contains a lesson, and advisers could learn a thing or two from Chris Rock's impending divorce from his wife of 18 years: Review your clients' prenuptial agreements. Gossip sites have been buzzing with the news of the comedian's...

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