Results for "women and investing"

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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...

Women at Fidelity describe culture of bias, revenge

November 3, 2017

The trouble for Erika Wesson at Fidelity Investments began with an anonymous email. "Maybe you can go out there and do another deal where you lose millions. Stupid Bitch!" a copy of the 2008 message reads. Wesson was then a Fidelity analyst...

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...

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...

Don't fall for myths about women investors

October 25, 2017

It is time to update some outdated notions about women investors. Many women are highly engaged in financial and investing decisions, they contribute meaningfully to their household income and assets, and they understand their portfolios. Despite...

Helping women get ahead in financial services

March 3, 2017

While the Financial Services Institute will always be laser-focused on our mission of advocacy on behalf of our members, we have also come to play another very important role: that of a think tank for the independent financial services community....

5 takeaways from women leaders in the industry

June 21, 2017

A panel of female executives in the financial advice business on Monday discussed their unique experiences in the industry during the Women's Forum: Focus on Leadership, co-sponsored by InvestmentNews and the Investment Program Association's...

Sallie Krawcheck wants Ellevest to change the way women save for retirement

September 18, 2017

Women's careers are different from men's, and their retirement planning should be, too, is Sallie Krawcheck's pitch. Now Krawcheck, one of the top women on Wall Street, has closed a hefty new round of funding for her startup robo-adviser, Ellevest....

CFP Board launches program to attract more women planners

May 4, 2017

The CFP Board Center for Financial Planning is creating a pilot program known as the Financial Planning Re-entry Initiative (FPRI) aimed at expanding the pool of female financial planners. Working in partnership with iRelaunch, a firm that develops...

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...

AXA's Christine Nigro: How to handle being the only woman in the room

June 22, 2017

Women face unique challenges as they move into the C-suite, and they need to remember to always be themselves and let their professional strengths shine, according to Christine Nigro, vice chairman at AXA Advisors.

State Street's Brie Williams: The story behind the 'Fearless Girl' statue

June 22, 2017

The idea started with the creation of a statue to coincide with International Women's Day, and the results surpassed expectations, according to Brie Williams, head of practice management at State Street Global Advisors.

Female breadwinners need advisers' help talking to their partners about money

November 24, 2015

A new study conducted by the Family Wealth Advisory Council found that more than 70% of female breadwinners want their advisers to help them communicate with their partners as part of their wealth management engagement. The reason is that being...

Mercer's Cara Williams: How to achieve gender parity in the financial advice industry

June 20, 2017

The financial advice industry can learn from companies and countries that are well on their way to achieving 50/50 gender parity, according to Cara Williams, global wealth leader for the multinational client group at Mercer.

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,...

InvestmentNews recognizes Deena Katz's contribution to college planning programs

March 8, 2017

Deena Katz accepted the Alexandra Armstrong Award for Lifetime Achievement from InvestmentNews on Wednesday, asking financial advisers to encourage more women to choose a career in planning. The co-chair of advisory firm Evensky & Katz/Foldes...

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...

5 steps female advisers can take to increase their compensation

December 9, 2014

Female advisers are paid less than their male counterparts, according to a report from the Certified Financial Planner Board of Standards Inc., “Making Room for Women in the Financial Planning Profession,” which was released on April 22....

Ways advisers can better work with female clients

December 9, 2014

Whether prospecting female clients for the first time or helping a newly divorced or widowed woman sort through her finances, financial advisers can use a variety of tactics to better communicate with female investors. The following tips were...

Lessons learned during my first six months as an adviser

October 22, 2014

It seems that when things are meant to be, they have a way of working themselves out. Last fall, I was invited to be part of a new program through Raymond James, the Registered Service Associate Team Development Program. It was a privilege to...

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