Results for "women and investing"

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Iconiq fires executive after 30-year-old sexual assault charge comes to light

May 21, 2018

Big investors are starting to take a deeper look at the people who handle their money as the #MeToo movement rages. One of Silicon Valley's top wealth-management firms just showed what can happen next. Iconiq Capital, known for catering to Silicon...

The $1 million gender wealth gap

April 19, 2018

It is well-documented that most women earn less than men, averaging 84 cents to every $1 paid to a man. What is less obvious is the lifetime impact of that wage gap when combined with career interruptions. Many women experience lasting financial...

Want to boost diversity of advisers and clients? Begin with the business case

May 11, 2018

Yonhee Choi​ Gordon's father wanted her to be a doctor or a lawyer, or to marry one. In fact, her career as a financial adviser was a decade old before he gave up on the idea of her going to law school, even though he was an accountant. "It's...

Her road to financial advice was paved by her Vietnamese parents

May 5, 2018

Financial education and economic justice are at the core of Just Wealth, a financial planning firm founded last year by first-generation American and former teacher Phuong Luong (pronounced Fong Long), whose parents immigrated to the U.S. from...

Pimco rejects claims in discrimination suit filed by executive

April 27, 2018

Pacific Investment Management Co. has responded to a suit filed by a top executive by disputing the claims by Stacy Schaus that her pay and opportunity for advancement were hampered by age and sex discrimination. The company said Ms. Schaus,...

Nevada broker sues Merrill Lynch over gender discrimination

April 24, 2018

A female broker in Nevada has sued Merrill Lynch for gender discrimination, saying the firm retaliated against her for complaining about her treatment. Betsy Whipple, who had been recruited from Morgan Stanley in 2011, said in a complaint filed...

Sen. Warren seeks data showing depth of sexual harassment on Wall Street

April 17, 2018

Elizabeth Warren is struggling to get data that shows how bad sexual harassment might be on Wall Street. To make sure financial firms don't dodge the #MeToo movement, the Massachusetts senator asked a top regulator last month for information...

An American CFP's experience in the land down under

March 27, 2018

Earlier this year, I spoke in Australia at Real Women Global, a women's empowerment organization, about my experience as a woman in the financial services industry. During my travels, I met fellow certified financial planner professionals from...

Pimco accused of discrimination, retaliation by female executive

April 13, 2018

Pacific Investment Management Co. was accused of sex and age-based discrimination as well as retaliation by a female executive who alleges she was repeatedly passed over for promotion because she was a woman and demoted when she complained about...

Women's History Month: Celebrating the women of financial planning

March 22, 2018

March marks the 31st year of National Women's History Month, which was designated by the U.S. Congress in 1987 as a time each year when the nation can collectively acknowledge and celebrate the achievements of American women. Over the past 31...

Ladenburg women's group partners with national network

April 4, 2018

The Ladenburg Institute of Women & Finance is partnering with The W Source, a nationwide networking organization for female professionals, to help generate referrals for female financial advisers. The partnership is also intended to help drive...

Many women get a rude financial awakening when they divorce

April 13, 2018

For some, it means liberation. For others, loss. For women in particular, the doubling of the divorce rate for the 50-plus crowd since the 1990s can mean something far more prosaic: a need to shoulder the big financial decisions they'd let their...

Minority-owned advisory firm makes diversity a priority

April 21, 2018

The typical adviser at most financial firms is a 50ish-year-old white male, but not at The Wealth Consulting Group. We are an independent registered investment adviser that stands out among our peers because WCG is owned by a first-generation...

Peggy Ruhlin, Rianka Dorsainvil honored at InvestmentNews Women to Watch luncheon

March 13, 2018

Twenty-two women were recognized for their contributions to the financial advice industry on Wednesday at InvestmentNews' third annual Women to Watch luncheon. Peggy Ruhlin, the chief executive of Budros Ruhlin & Roe, accepted the Alexandra...

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...

How to get women to feel comfortable about building wealth

March 14, 2018

While last year's Women to Watch think tank focused on how firms could attract more female advisers, this year's session featured a discussion on how to improve financial literacy among women, starting at an early age. The goal was to identify...

Digital investment firm launches new fund for women

March 27, 2018

Ellevest, the digital investment startup founded by Wall Street veteran Sallie Krawcheck, is launching a new fund to invest in offerings that help advance women. "What we're hearing from women is that they want to take positive action," Ms....

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...

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...

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...

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