Results for "women and investing"

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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...

Empowering female clients requires they talk about this

July 12, 2018

Financial advisers need to help their female clients reduce individual money shame and to empower them personally and professionally when it comes to finances, a leading wealth psychology expert said. "We live in a society that is plagued by...

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...

Iconiq fires executive after 30-year-old sexual assault charge comes to light

May 21, 2018

Big investors are starting to take a deeper look at the people who handle their money as the #MeToo movement rages. One of Silicon Valley's top wealth-management firms just showed what can happen next. Iconiq Capital, known for catering to Silicon...

Want to boost diversity of advisers and clients? Begin with the business case

May 11, 2018

Yonhee Choi​ Gordon's father wanted her to be a doctor or a lawyer, or to marry one. In fact, her career as a financial adviser was a decade old before he gave up on the idea of her going to law school, even though he was an accountant. "It's...

Her road to financial advice was paved by her Vietnamese parents

May 5, 2018

Financial education and economic justice are at the core of Just Wealth, a financial planning firm founded last year by first-generation American and former teacher Phuong Luong (pronounced Fong Long), whose parents immigrated to the U.S. from...

Pimco rejects claims in discrimination suit filed by executive

April 27, 2018

Pacific Investment Management Co. has responded to a suit filed by a top executive by disputing the claims by Stacy Schaus that her pay and opportunity for advancement were hampered by age and sex discrimination. The company said Ms. Schaus,...

Nevada broker sues Merrill Lynch over gender discrimination

April 24, 2018

A female broker in Nevada has sued Merrill Lynch for gender discrimination, saying the firm retaliated against her for complaining about her treatment. Betsy Whipple, who had been recruited from Morgan Stanley in 2011, said in a complaint filed...

The $1 million gender wealth gap

April 19, 2018

It is well-documented that most women earn less than men, averaging 84 cents to every $1 paid to a man. What is less obvious is the lifetime impact of that wage gap when combined with career interruptions. Many women experience lasting financial...

Sen. Warren seeks data showing depth of sexual harassment on Wall Street

April 17, 2018

Elizabeth Warren is struggling to get data that shows how bad sexual harassment might be on Wall Street. To make sure financial firms don't dodge the #MeToo movement, the Massachusetts senator asked a top regulator last month for information...

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