Women & Investing

At InvestmentNews, we are dedicated to continuously educating our advisers on how to better serve their clients’ needs.

Women & Investing is an integrated initiative that provides education, valuable data, and insight to help empower financial advisers how to better serve women investors.

Featuring a series of special reports, webcasts, video segments and e-newsletters, this initiative will offer financial advisers practical guidance as they look to acquire, service and retain women as clients.

WEBCASTS
Webcasts will focus on how to build, maintain and grow relationships; connecting, communicating and collaborating with female clients; and how to reach Gen Y women investors.

VIDEO
• Four video segments on INTV featuring different women investors discussing what they look for in a financial advising experience.

WOMEN & INVESTING SPECIAL REPORT
• Special Report to appear in the August 18, 2013 print issue of InvestmentNews, featuring articles, resources, interviews, and data on women and investing.

NEWSLETTERS
Two e-newsletters including:
• Links to the webcasts and videos
• Links to the Women and Investing Special Report articles
• Links to sponsor supplied whitepaper for download

For information on the Women & Investing Initiative, contact your regional sales manager.