Results for "women and investing"

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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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

Jefferies CEO won't tolerate discrimination against female bankers by male colleagues

December 13, 2018

Rich Handler said he won't tolerate Jefferies Financial Group Inc. bankers shutting out their female colleagues for fear over the #MeToo movement. (More:​ Don't fear women. It's bad for them and bad for business) "There is no excuse to exclude...

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...

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...

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...

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...

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...

Hester Peirce: All women do not speak with the same voice, and SEC commissioners are no different

November 17, 2018

Fifty years ago, then-Securities and Exchange Commission chairman Manny Cohen, speaking to the Women's Bond Club of New York, predicted: "Perhaps if we take steps to make clear that women really have an important role to play in the world of...

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...

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