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...

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...

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....

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...

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...

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...

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...

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...

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...

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 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...

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...

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...

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...

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...

Female breadwinners need advisers' help talking to their partners about money

November 24, 2015

A new study conducted by the Family Wealth Advisory Council found that more than 70% of female breadwinners want their advisers to help them communicate with their partners as part of their wealth management engagement. The reason is that being...

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