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Women & investing: Why many advisers are missing out
Some are calling it a revolution. Women now control $18.4 trillion in consumer spending, hold approximately 30% of global wealth and are the sole heads of 32% of U.S households.
Don’t treat wives like they’re invisible
Many wives would just as soon leave the family finances to their husbands, but smart financial advisers don’t…
How does an adviser win a female client’s trust?
To win trust, presume nothing - and listen closely.
Female clients more likely than men to make referrals
Women are more valuable clients then men. When a female client is happy with your services —…
Adviser triples assets by making her firm female-friendly
Five years ago, Cathy Curtis’ financial advisory practice had pretty much stalled out when she met a woman…
Not all female clients are cautious investors
Female clients may have a reputation for being cautious, but that’s not always the case, according to Lisa…
Divorcees seeking security, not returns
For Jennifer Failla, the key to working with female clients is looking beyond investment returns. Ms. Failla,…
Small steps toward greater diversity in the advice business
Glance around most financial advisory conferences, and it is hard not to notice that white men greatly outnumber the women and minorities in the room.
Women and Investing: Your questions answered
This afternoon, InvestmentNews is hosting the first webcast in a year-long series focused on working with female clients.
Give your practice a makeover to attract women
Financial advisory firms that have found success focusing on female clients share a few common marketing and hiring…
Women & investing: A note from the editor
There is no doubt that women investors represent a tremendous growth opportunity for financial advisers.
Caution can work to women’s advantage
Let’s face it— when it comes to money, like so much else in life, men are from Mars,…
Advisers unsure how to reach women
The financial advice business might be a man’s world, but it is women and their needs that will…
Planning-focused firms have edge with women
Rebecca Pomering has no doubt why she wants a female-friendly practice. “Our premise is that more and more…
Why that ‘Women and Investing’ seminar you’re planning is a bad idea
While recognizing the differences is important, singling out women is a mistake
How to retain female clients
Cathy Saunders, head of the RIA business at Putnam Investments, offers advice to advisers on ways to capture - and keep - female clients.
Merrill advisers win round in court
The 7th U.S. Circuit Court of Appeals has denied a request by Merrill Lynch to rehear arguments on…
Women and investing: What advisers need to know
InvestmentNews has kicked off an integrated initiative to help financial advisers better serve female investors. The program —…
Merrill advisers rebuffed on bias suit
The Supreme Court has refused to revive a bid to sue Bank of America Corp.'s Merrill Lynch unit for allegedly paying 700 black financial advisers less than their white counterparts
Slower recovery
The Great Recession ended in June 2009, but don't tell that to women
