Results for "women and investing"
Displaying 308 results
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...
October 25, 2017
It is time to update some outdated notions about women investors. Many women are highly engaged in financial and investing decisions, they contribute meaningfully to their household income and assets, and they understand their portfolios. Despite...
September 27, 2017
For people well-schooled in the relationship between supply and demand, here's one Fidelity Investments may not have seen coming: The demand for female financial advisers outstrips the supply. Women customers often ask to work with female advisers,...
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....
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...
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,...
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
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 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 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...
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
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 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 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...
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