Women and Investing: Your questions answered

This afternoon, <i>InvestmentNews</i> is hosting the first webcast in a year-long series focused on working with female clients.
APR 18, 2012
By  Mark Bruno
This afternoon, InvestmentNews is hosting the first webcasts in a year-long series focused on working with female clients. Today's webcast, Attracting women clients: Adviser success stories, will feature experts talking about how financial advisers have effectively marketed to - and cultivated strong relationships with - female clients. InvestmentNews deputy editor Evan Cooper will be moderating and fielding your questions for the panel this afternoon. But we have already received more than 70 questions in advance of today's webcast, so we'd like to start the conversation a little early - and allow it to continue well beyond the webcast. Below are several questions that we have received from advisers about Women & Investing. Mr. Cooper and our experts will offer their thoughts - and we encourage you to submit your questions here in the comment box as well. This is a very important topic to InvestmentNews, as we detailed in our recent special report, and we recognize how crucial it is, and will be, to your business going forward. So far, here are some key questions that advisers have for our experts: • Are women more inclined than men to discuss long-term care risks and costs? What approach(es) might they be most receptive to? • Do women like to be marketed to as women? How are Millennial women different than Gen x women and Boomer women? • How can social media best be used to engage this segment? • How do I get women interested in learning more about financial planning? How do I build the sense of urgency?

Latest News

Raymond James, Osaic laud new bank partnerships
Raymond James, Osaic laud new bank partnerships

A Texas-based bank selects Raymond James for a $605 million program, while an OSJ with Osaic lures a storied institution in Ohio from LPL.

Bessent backpedals after blowback on 'privatizing Social Security' comments
Bessent backpedals after blowback on 'privatizing Social Security' comments

The Treasury Secretary's suggestion that Trump Savings Accounts could be used as a "backdoor" drew sharp criticisms from AARP and Democratic lawmakers.

Alternative investment winners and losers in wake of OBBBA
Alternative investment winners and losers in wake of OBBBA

Changes in legislation or additional laws historically have created opportunities for the alternative investment marketplace to expand.

Financial advisors often see clients seeking to retire early; Here's what they tell them
Financial advisors often see clients seeking to retire early; Here's what they tell them

Wealth managers highlight strategies for clients trying to retire before 65 without running out of money.

Robinhood beats Q2 profit estimates as business goes beyond YOLO trading
Robinhood beats Q2 profit estimates as business goes beyond YOLO trading

Shares of the online brokerage jumped as it reported a surge in trading, counting crypto transactions, though analysts remained largely unmoved.

SPONSORED How advisors can build for high-net-worth complexity

Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.