Results for "women and investing"
Displaying 254 results
July 6, 2017
Zevenbergen Genea doesn't exactly roll off the tongue. But so far, the $5.7 million fund is on a roll. The fund, which trades under the ticker ZVGNX, is a concentrated, go-anywhere fund that is largely focused in technology. So far this year,...
June 26, 2017
Fairport Asset Management has been so successful attracting widows and female executives that it's created a new division within the firm to focus solely on serving wealthy women. Under the Luma Wealth Advisors brand, the firm will target women...
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.
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.
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 Women's Initiatives Network. Here...
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.
June 14, 2017
The average adviser is a 50-plus white male, but there are concrete steps advisers and their firms can take to increase diversity, according to Jocelyn Wright, chair of the State Farm Center for Women and Financial Services at The American College.
May 8, 2017
Financial advisers understand that nurturing a mutually productive relationship is the nature of the business. Twenty years ago, investing was more of a man's game and though the number of female advisers is meager (only 14%), the number of...
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...
April 21, 2017
Debra Kriebel is the only woman among nine partners at Pinnacle Advisory Group Inc., but she's working to increase that number, as well as increasing the number of female advisers across the advice industry. She's battling a daunting fact though:...
March 9, 2017
Women still want mentors and to see other women reach leadership positions, but other surprising workplace changes could draw more females into the financial advice industry. These seven ideas were born from a two-hour discussion by leading...
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...
March 8, 2017
InvestmentNews honored 21 female professionals at its second annual Women to Watch awards luncheon. The event also featured a think tank discussion on how the industry can attract and retain more female financial advisers.
March 7, 2017
Three new impact portfolios from Motif Investing, which aim to link an investor's financial and social goals, come with unique guarantee if the values-focused investments fail to perform. The automated investing firm will refund a $9.95 monthly...
March 7, 2017
Lebenthal Holdings, the successor of the municipal bond firm founded in 1925, has sold a 49% stake in its Lebenthal & Co. unit as well as 100% of its ownership interests in Lebenthal Asset Management and Lebenthal Family Office to South Street...
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....
February 14, 2017
Fifty-nine percent of divorcees say that finances played at least “somewhat” of a role in their divorces and 20% believe it played a "big" role, according to a study by Experian, an information services and credit-scoring company. Those...
February 9, 2017
With the divorce rate for those over the age of 50 having doubled since 1990, the increasing number of newly-single Americans near or in retirement is throwing new wrinkles into financial plans. A new survey finds that women are coping with...
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...
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...
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