Displaying 64 results
Women have an edge as financial advisers
In a competitive situation, female advisers have a sense of empathy that helps them relate to clients on a personal level
Women and retirement preparedness
As International Women's Day approaches this Sunday, female investors continue to face challenges related to longevity and lower lifetime earnings
Her Mentorship Matters: Steering a mentee’s career in a new direction
Debra Brennan Tagg, president of Brennan Financial Services, and her mentee Lindsay Zentner discuss the unique path Lindsay took to portfolio analyst and CFA
Her Mentorship Matters: Boosting the confidence of a natural leader
Pamela Capalad of Brunch & Budget and her mentor, UBS adviser Dan Collins, discuss the details of how he guided this first-time entrepreneur
Empathy can help advisers succeed with clients
Why many women aren't seeking advice
Fidelity focusing on recruiting women to the industry
The firm is seeking to build a culture where everyone understands the business value of diversity, says Fidelity Institutional’s Lisa Burns
Valentine’s Day reminder: A man is not a plan
A new white paper offers women a guide to financial competency
New podcast: Her Mentorship Matters
Join InvestmentNews' Liz Skinner and Audrey Rose Joseph as they ask a mentor-mentee pair who gets the most out of their mentoring relationship
Empowered female advisers can make a difference
Female advisers should champion their expertise.
Gender gap closing
But demographic shifts in the workplace don't happen overnight.
Specialize in serving women? You’d better know Social Security strategies
Mary Beth Franklin describes why this income source is so critical for women in retirement.
3 mistakes advisers make about high-net-worth women
The industry has served executive women based on outdated assumptions about their goals, risk appetite and investment aptitude
Women still aren’t part of the conversation. They must be
Women who relinquish all financial decision-making to spouses or others, do so at their own peril.
The rise of the female financial adviser
Boomers' wealth transfer and the industry's shift from investment management to financial planning are among the factors that may lead to more women in adviser roles
Want to boost diversity of advisers and clients? Begin with the business case
Women and men have roles to play in helping to increase diversity of the industry's advisers and clients.
Digital investment firm launches new fund for women
Latest offering from Ellevest will invest in offerings that help advance women.
Women can help themselves and other women in financial advice
First off, speak up and take credit for accomplishments.
Coordinate couples’ income needs ahead of time
Differences in how men and women view longevity can have big impacts on their finances during retirement
Why aren’t there more women fund managers?
Men still overwhelmingly dominate investment management, but women have made inroads, especially in money market funds.
Why women tend to outperform men when investing
Wall Street is often portrayed as dominated by fast-paced trading and massive risk-taking. But it turns out that…
