Results for "women and investing"

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3 mistakes advisers make about high-net-worth women

September 11, 2019

The secret is out. Despite a growing number of entrepreneurial women and those climbing the corporate ladder, this group's access to tailored financial advice has lagged. Our industry has overlooked high-net-worth executive women and served...

Advisers view diversity efforts as a complex, heavy lift

July 26, 2019

Discussions about the financial services industry's reputation for being mostly white and mostly male will usually trigger a raft of enthusiastic perspectives, but what most people agree on is that progress is slow and real diversity is still...

Women still aren't part of the conversation. They must be

July 20, 2019

As you sit there reading this editorial in 2019, you may be surprised to hear that the majority of women still defer financial decisions to their husbands. Or, as financial advisers, perhaps you see proof of this every day in meetings with clients....

Women whose spouses control the finances may be putting themselves, their families at risk

July 6, 2019

Over 40 years of marriage, one of Stacy Francis' clients took a back seat to her husband when it came to the family's investments and finances. In fact, she was given a strict budget she felt didn't provide enough money to cover expenses for...

Wells Fargo may not be shattering any glass ceilings anytime soon

June 21, 2019

Inside Wells Fargo & Co., Mary Mack looked like a rising candidate to become its next chief executive officer, shattering the industry's last glass ceiling. (More: No CEO and no plan in sight for Wells Fargo) Repeated promotions, assignments...

RIA with $15 billion in AUM appoints first female president

June 10, 2019

Wendy Hartman has become the latest example of women making inroads into the C-suites of the financial services industry with her promotion to president of Buckingham Strategic Wealth, an RIA with $15 billion in assets. Ms. Hartman, 44, stepped...

Why aren't more women advisers making the leap to independence?

June 4, 2019

The wealth management industry seems to have all the markings of being a "natural fit" for women. Women tend to be more nurturing and relationship-driven than their male colleagues. They thrive on their innate abilities to connect and be empathetic...

Are China trade tensions a concern among your clients?

May 28, 2019

Financial advisers need to be prepared to discuss China with clients, as the country will increasingly play a role in the global economy and will become more of an investment priority, according to a bonds expert. "China matters a lot to the...

The world is flat — and some people like it that way

May 15, 2019

Last time in this space I stirred the pot a bit by calling out the uneven "progress" of wealth management firms on adopting better productivity and embracing demographic realities — especially the rising importance of women clients and the...

Building dialogue with lawmakers to advance women's careers

May 3, 2019

As our members know, the Financial Services Institute is firmly committed to championing the cause of helping more female professionals not only enter, but achieve lasting success within the financial advice industry. The formation of the House...

Rich women increasingly call the shots, wealth heads say

April 11, 2019

Rich women mean big business for some of the world's largest wealth managers. Women control about $14 trillion in assets in the U.S., which is comparable to the gross domestic products of China and India combined — and they're underserved...

What a man can learn by attending a women's financial conference

April 9, 2019

As I look at our industry, I see many advisers who do excellent work in helping clients. Recently, I was fortunate to attend the Annual Forbes/Shook Investment Conference. It was an excellent program filled with many financial advisers. As I...

Financial literacy could make advice more accessible to women of color

March 18, 2019

Financial illiteracy in the U.S. hits women and women of color especially hard, according to several participants in an InvestmentNews workshop on the role financial literacy can play in making the advice industry more diverse and inclusive....

Women to Watch: Karen Schaeffer, Rachel Moran honored at fourth annual luncheon

March 14, 2019

InvestmentNews honored 22 women for their outstanding work in the financial advice industry on Thursday at the fourth annual Women to Watch luncheon. Every woman recognized has made a lasting impact on the industry. They are not only distinguished...

Firms can't afford to ignore female clients

February 8, 2019

Financial advisory firms that don't specifically target female clients are potentially missing out on 48% of the nation's millionaires, a third of household high-earners and and half of the country's total wealth. The good news is, you don't...

Sallie Krawcheck talks gender gap on The Daily Show

January 30, 2019

Sallie Krawcheck, CEO and co-founder of Ellevest Inc., a robo-adviser for women, derided the idea that the gender pay gap is disappearing, in an appearance Tuesday on The Daily Show. "It's not happening," Ms. Krawcheck told the show's host,...

Women in leadership: Equality in the workplace starts at the very first promotion

January 15, 2019

The asset management industry is awakening to the importance of gender diversity across its ranks, from investment professionals to executive leadership. Recent studies have shown that mixed-gender portfolio management teams not only yield superior...

Why women make better advisers than men

January 15, 2019

Recruiting and encouraging women advisers is the route to better returns for clients and a more favorable image for the advice business. That's the message delivered by Blair duQuesnay, an adviser at New York's Ritholtz Wealth Management, in...

5 things female breadwinners need from their financial adviser

January 10, 2019

Nearly half of mothers (42%) are sole or primary breadwinners for their families, bringing in at least half of the earnings, according to data from 2015. Another quarter (22.4%) were co-breadwinners, bringing home 25% to 49% of earnings. In...

Amplifying female advisers' strengths to drive growth

January 7, 2019

In order to help female professionals build rewarding careers in the financial advice industry, leaders in our space should understand that the model for success for female advisers looks different in some key ways from what we have seen before....

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