Women and investing: What advisers need to know

MAR 07, 2012
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

Indy B-D rep linked to troubled Texas real estate deal
Indy B-D rep linked to troubled Texas real estate deal

Texas securities regulators initially accused Lasater RE Fund of fraud in June but later dropped those claims.

LPL adds $1 billion Salt Lake City teams from Northwestern Mutual
LPL adds $1 billion Salt Lake City teams from Northwestern Mutual

Cornerstone Advisors and Clear Pointe Wealth Management mark an unusual double-team addition for LPL as recruiting run extends in Utah.

SEC accuses fund operator of defrauding investors in $9.6M mobile home scheme
SEC accuses fund operator of defrauding investors in $9.6M mobile home scheme

Investors were promised guaranteed returns from mobile homes that never existed

FINRA orders American Portfolios to pay $1.6 million over UIT failures
FINRA orders American Portfolios to pay $1.6 million over UIT failures

The Osaic-acquired broker-dealer failed to catch reps steering 295 clients into costly early UIT sales, regulator finds.

Why I traded transactional sales for fee-based financial planning
Why I traded transactional sales for fee-based financial planning

Rick Hu of Midas Wealth breaks down the fee-based planning shift that transformed his advisory practice and reshaped client relationships 

SPONSORED In the Age of AI, Trust Becomes the Advisor's Greatest Asset

As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains