Women and investing: What advisers need to know

MAR 07, 2012
By  MFXFeeder
InvestmentNews has kicked off an integrated initiative to help financial advisers better serve female investors. The program — Women and Investing: What Advisers Need to Know — consists of a special report on women and investing that will appear in the April 9 issue, webcasts on April 17, Aug. 14 and Oct. 30, and e-newsletters and videos. “As the number of women investment decision makers grows, the InvestmentNews initiative provides an opportunity for advisers to learn more about women investors and how best to work with and serve them,” said Suzanne Siracuse, publisher of InvestmentNews. Women influence investment decisions in 60% of households, according to the Census Bureau, which translates into decision making on more than $14 trillion in investible wealth. Over the next decade, some estimate that the amount of assets belonging to female investors will swell from $8 trillion to $22 trillion. For more, watch this INTV segment from the 2012 TD Ameritrade Institutional Conference.

Latest News

Departing Gurbir Grewal took the SEC "into new territory"
Departing Gurbir Grewal took the SEC "into new territory"

Having led the division of enforcement since 2021, Grewal's tenure included record penalties against firms for securities-law violations.

Choosing the name of your new RIA is "like getting married"
Choosing the name of your new RIA is "like getting married"

Name for new business should consist of values, beliefs and "the why", advisors say

B. Riley sees another top advisor jump ship
B. Riley sees another top advisor jump ship

“It makes you wonder what’s next,” says one recruiter.

Vanguard Charitable cheers $20B grant milestone
Vanguard Charitable cheers $20B grant milestone

The leading non-profit and donor-advised fund sponsor cited exponential growth in giving, particularly among long-term philanthropic investors.

Focus Financial partner Kovitz to absorb Fort Pitt Capital
Focus Financial partner Kovitz to absorb Fort Pitt Capital

The latest development will add $5.9B to the Chicago-based powerhouse while extending its reach in Pennsylvania.

SPONSORED Leading through innovation – with Tom Ruggie of Destiny Wealth Partners

Uncover the key initiatives behind Destiny Wealth Partners’ success and how it became one of the fastest growing fee-only RIAs.

SPONSORED Client engagement strategies, growth and retention in the down markets

Key insights from Gabriel Garcia on adapting to demographic shifts and enhancing client experience in a changing market