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‘This is not an easy industry for women’
Sherri Stephens remembers the first investment conference that she attended at Raymond James Financial Inc., when she was in her early 20s
Couples: Talk about retirement plans, finances
A Fidelity survey of married couples finds that they aren't on the same page when it comes to retirement planning, finances.
Gender split on target funds
Female retirement plan participants appear to display a greater inclination to place assets in target date funds than in target risk funds
Program helps women cope with ‘life transitions’
An enormous number of women aren't getting the help they need to navigate major life changes
Minorities can enrich financial services industry
The confirmation a year ago of the first Hispanic Supreme Court justice, following the election of the first black president, has signaled for many people a growing appreciation of racial diversity and inclusiveness in the United States.
Women sue BofA for alleged bias on bonuses
Bank of America finds itself back in hot water over retention bonuses at its recently acquired Merrill Lynch…
Native American tribe buys a broker-dealer
In what may be a first, a Native American tribe is buying a broker-dealer and money manager, with a plan to win business by using its status as a minority-owned firm to appeal to Native American investors.
An industry first? American Indian tribe buys a broker-dealer
In what may be a first, a tribe of Native Americans is buying a broker-dealer and money manager, with a plan to win business by using its status as a minority-owned firm to appeal to Native American investors.
What women want
Although women constitute a significant amount of global spending, many feel that they are underserved by businesses, particularly in the investment industry, according to a recently released survey from The Boston Consulting Group Inc.
Women take lead in cutting back on spending
Women are cutting back on discretionary expenses in this down economy more than men, according to a study released today.
Blacks, Hispanics lag in 401(k) participation
African Americans and Hispanics are less prepared for retirement than their white and Asian counterparts, according to a survey released today.
Do you ‘get’ female investors?
For all the talk of advisers recognizing the importance of female investors, it still seems there's a way to go.
Widows’ needs being ignored by advisers
The nearly 800,000 women who become widows each year share something beyond loss.
Stock market ‘busts’
In the midst of the economic downturn, a few women working in the financial services industry are taking advantage of some other assets to build their portfolios.
Minorities and middle market underserved niches
Agents and advisers are overlooking an opportunity for new life insurance sales: the middle market and minorities, said Catherine H .Smith, chief executive officer of U.S. insurance at ING North America Insurance Corp., in Atlanta.
Brokers: Merrill’s retention packages discriminatory
Merrill Lynch & Co. Inc. has been accused of discriminating against African American and female brokers, a claim based on the retention bonus package that was announced to the firm’s brokers last Friday.
Diversity Task Force unveiled
The Financial Planning Association's Diversity Task Force has created a scholarship program to help increase involvement among groups that are underrepresented in the financial industry.
Sham B-D targeted Hispanics, SEC says
The SEC has charged a man for running a fraudulent unregistered day-trading firm and violating federal securities laws.
Study: Women should lighten equity load
Due to their longer life expectancies, woman should allocate much less to equities than advisers normally recommend, according to an academic paper.
Wealthy wives want equal treatment from advisers
Married wealthy women want to be treated as equal partners in terms of financial decisions when they meet with financial advisers, according to a study from Mintel International Group Ltd. released exclusively to InvestmentNews.
