While recognizing the differences is important, singling out women is a mistake
Cathy Saunders, head of the RIA business at Putnam Investments, offers advice to advisers on ways to capture - and keep - female clients.
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
The Great Recession ended in June 2009, but don't tell that to women
Sherri Stephens remembers the first investment conference that she attended at Raymond James Financial Inc., when she was in her early 20s
A Fidelity survey of married couples finds that they aren't on the same page when it comes to retirement planning, finances.
Female retirement plan participants appear to display a greater inclination to place assets in target date funds than in target risk funds
An enormous number of women aren't getting the help they need to navigate major life changes
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.
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.
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.
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 are cutting back on discretionary expenses in this down economy more than men, according to a study released today.
African Americans and Hispanics are less prepared for retirement than their white and Asian counterparts, according to a survey released today.
For all the talk of advisers recognizing the importance of female investors, it still seems there's a way to go.
The nearly 800,000 women who become widows each year share something beyond loss.
