Results for "women and investing"

Displaying 333 results

Sort: Date | Relevance

Author:

From the C suite with Advisor Group's Valerie Brown: Everyone must contribute

November 17, 2018

Valerie Brown's status as a female executive in a predominately male industry is not lost on her. The executive chairwoman of Advisor Group, one of the nation's largest independent advisory firms, has never let people's assumptions about gender...

How to be a mentor

November 17, 2018

None of us got here completely on our own. We've all been fortunate enough to have someone along the way, be it a teacher, friend, family member or colleague, who pulled us out of our comfort zone, gave their time to raise us up and pushed us...

Why wealth management needs more women

November 17, 2018

When I joined Balentine & Co. in 1994, every partner of the firm was male, and the women were either sales associates or assistants. It might seem to have been the status quo, but I soon realized I'd joined a firm that was different. I had direct...

Kara Stein: Recent gains in female leadership aren't enough

November 17, 2018

When I was born in the mid-1960s, my alma mater did not admit women. Seventeen years later, as I walked the hallowed halls of Yale College and, ultimately, Yale Law School, it occurred to me that those halls were decorated with dozens of portraits,...

Adviser suffers the challenge of being a disabled woman on Wall Street

November 17, 2018

In late 2009, I watched the foot traffic in the financial district and wondered where the middle-aged professional women in finance had gone. Those women in their St. John suits had all but evaporated. As it turns out, between 2000 and 2010...

Wells Fargo reportedly ends investigation of gender bias in wealth management unit

November 9, 2018

Wells Fargo's investigation into alleged gender bias within its wealth management division is reportedly over. When asked for confirmation of a report by The Wall Street Journal that the firm concluded its investigation, Wells Fargo spokeswoman...

Demand for ESG investing is knocking at your door ... or should be

October 29, 2018

Financial advisers don't need to worry about defining socially responsible investing as much as they need to focus on making sure they can describe the concept overall, help clients with investment choices, and why clients might be interested,...

Advisers drawing in clients with charitable approach

September 17, 2018

Financial advisers need to broaden their approach to marketing and embrace new business development ideas if they want to grow, and incorporating philanthropy is one tactic that many advisers are finding success with, according to a practice...

InvestmentNews debuts impact investing documentary at the UN

September 11, 2018

As women and millennials lead the charge on impact investing, financial advisers are learning how to have conversations with clients on the subject. InvestmentNews debuted a documentary short at the 2018 Sustainable Investing Conference at the...

Many of the best financial jobs for women aren't on Wall Street

August 10, 2018

Women who want to manage money seem to be having better luck doing it someplace other than Wall Street. U.S. firms with the highest share of female portfolio managers are located thousands of miles from Manhattan, according to new Morningstar...

Networking plays a key role in helping women advisers advance

August 9, 2018

As our members know, the Financial Services Institute has been highly engaged for many years in the crucial mission of helping women begin and develop successful careers in the financial advice industry, both as advisers and home office executives....

The rise of the female financial adviser

August 8, 2018

Our industry has long lamented the small percentage of female advisers. Indeed, the data show that only around 17% of all advisers are women. But has the time (finally!) come for the rise of the female financial adviser? The Tipping Point We...

Women to lead CFA Institute board

July 12, 2018

In 2016, the CFA Institute set a goal that 30% of its governing board would be comprised of women. This was a lofty goal considering women make up about 18% of the organization's members — a number that has held steady for two decades. But...

Looking for a competitive edge? Embrace diversity

July 11, 2018

Diversity-lens investing is one of the fast-growing categories of sustainable and impact investing. The goal of these strategies, which integrate gender and other diversity factors to identify and invest in companies with heterogeneous leadership...

Divorced women declare financial independence

July 3, 2018

It's fitting that as the country celebrates Independence Day this week, a new study documents the experience of more than 1,700 women going through the process of divorce. While many face financial obstacles in living on their own, nearly half...

Sallie Krawcheck wants women to take control of their money

June 21, 2018

Not even Sallie Krawcheck believed in a digital investment firm for women when she was told she should start one. She thought it was too condescending to women, and didn't believe they needed one. "Then I sort of had this insight, which was,...

Where to find women financial adviser candidates

June 19, 2018

Before starting a job as a financial planning associate last month, Alesstrah Love, 27, worked as a scientist for a pharmaceutical company. She ran tests on new drugs in a laboratory, but found that the work didn't fit her personality. "I'm...

Women to Watch: Help us find the next generation of female leaders

June 5, 2018

What a year for women's empowerment! Over the last nine months, obstacles that women face personally and professionally have been making front-page headlines and sparking powerful movements such as #Metoo and Time's Up. These efforts are bringing...

Kara Murphy appointed chief investment officer at United Capital

June 1, 2018

United Capital Financial Advisers has appointed Kara Murphy as its new chief investment officer.​ Ms. Murphy, who previously worked as CIO at SunAmerica Asset Management, is a chartered financial analyst and brings more than 20 years of investment...

Women advisers driving revenue growth

May 29, 2018

Even though women make up a small but growing percentage of financial professionals, their influence has the potential for a disproportionate impact on the overall financial planning industry. New InvestmentNews research found that advisory...

« Previous PageNext Page »

1 | 2 | 3 | 4 | 5 | 6 ... 17

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.