Results for "women and investing"

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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....

Social Security underpaid some survivor benefits

August 21, 2017

Social Security survivor benefits can serve as a crucial lifeline for widows and widowers. But a newly released report by the Social Security Administration's Office of the Inspector General (OIG) found that more than 100,000 widows and widowers...

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,...

Dominated by women, tech-heavy fund is up 36% on the year

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,...

Advice firm carves out unit for women investors

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...

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.

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...

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.

American College's Jocelyn Wright: Ways to increase diversity in the financial advice industry

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.

What women want from financial advisers

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...

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...

Adviser's Consultant: Boosting female advisers inside and outside the firm

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:...

7 changes firms need to make to attract more female advisers

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...

Highlights from the 2017 Women to Watch awards luncheon

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.

Lebenthal sells major stake to South Street Securities

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...

Impact investing portfolios that come with a performance guarantee

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...

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....

Send me no flowers — just a higher credit score

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...

Women cope better financially with later-in-life divorce than men: CPA survey

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...

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