Results for "women and investing"

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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...

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...

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...

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...

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...

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...

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...

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...

An American CFP's experience in the land down under

March 27, 2018

Earlier this year, I spoke in Australia at Real Women Global, a women's empowerment organization, about my experience as a woman in the financial services industry. During my travels, I met fellow certified financial planner professionals from...

Women's History Month: Celebrating the women of financial planning

March 22, 2018

March marks the 31st year of National Women's History Month, which was designated by the U.S. Congress in 1987 as a time each year when the nation can collectively acknowledge and celebrate the achievements of American women. Over the past 31...

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....

Misperceptions about the financial advice industry are stalling gender equality

January 9, 2018

Women remain underrepresented in the financial advice industry, progress toward gender equality is moving at a snail's pace and women in the industry still face substantial barriers to advancement. As a new report from InvestmentNews Research...

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,...

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...

Pimco accused of discrimination, retaliation by female executive

April 13, 2018

Pacific Investment Management Co. was accused of sex and age-based discrimination as well as retaliation by a female executive who alleges she was repeatedly passed over for promotion because she was a woman and demoted when she complained about...

Ladenburg women's group partners with national network

April 4, 2018

The Ladenburg Institute of Women & Finance is partnering with The W Source, a nationwide networking organization for female professionals, to help generate referrals for female financial advisers. The partnership is also intended to help drive...

Peggy Ruhlin, Rianka Dorsainvil honored at InvestmentNews Women to Watch luncheon

March 13, 2018

Twenty-two women were recognized for their contributions to the financial advice industry on Wednesday at InvestmentNews' third annual Women to Watch luncheon. Peggy Ruhlin, the chief executive of Budros Ruhlin & Roe, accepted the Alexandra...

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,...

Help more women succeed as financial planners

March 16, 2016

That the personal financial planning industry needs more women to join is a no-brainer. The real puzzle is how do we get more women to stay. It's no secret the industry has done a poor job attracting and retaining female advisers, creating a...

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...

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