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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...

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...

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...

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...

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...

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...

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”

Most women flunk retirement income literacy quiz

July 27, 2017

It is unfortunate that the people who are likely to live the longest understand the least about how to make their money last a lifetime. Only 18% of retirement age women can pass a basic quiz about how to make a nest egg last in retirement,...

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...

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...

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...

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...

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,...

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...

Why it's still a juggling act for women in financial services

October 22, 2014

Last year, I had the luxury of retiring from a 30-year career with a major financial services firm. I was pregnant when I began there; my daughter is 30 years old now. The exciting thing, from my perspective, is that the daughter I was expecting...

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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