Women And Investing

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  1. Articles

    Why gender diversity means better outcomes for investors

    Mixed-gender teams work well together because men and women think differently, something that should help practitioners build much stronger investment firms.

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    InvestmentNews launches Women to Watch list; nominations being accepted

    Initiative to recognize women who are distinguished leaders, who are driven, who are innovators and who are willing to share their knowledge and experiences with other women.

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    Survey proves, it all comes down to trust

    Most Financial advisers do not have a plan in place to target female clients specifically, but the vast majority would like to add more women to their client roster. The reasons why are pretty simple: Women live longer than men, they stand to inherit from their parents as well as their spouses and

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    4 ways advisers can become more actively engaged with female investors

    Women want the same things as men when it comes to investing, but their perceptions and approaches differ

  3. Articles

    Help clients 'think straight' during life transitions

    Being there for clients at tough times requires patience but encourages loyalty and referrals.

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    Krawcheck to advisers: 'Middle-aged white guys' must help women get raises

    At Morningstar conference, the former Merrill Lynch boss said gender pay gap is a key obstacle to retirement savings.

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    Former SEC Chairwoman Mary Schapiro's lessons on leadership

    The former head of the SEC, CFTC and Finra talks about her experience and what she has learned along the way.

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    InvestmentNews to host women-focused conference series

    The Women Adviser Summits will be held May 6 in Chicago, July 14 in Washington and Nov. 5 in San Francisco.

  7. Articles

    4 ways to strengthen relationships with affluent women investors

    The advice industry has made great progress but there are always opportunities for improvement. It's about dialogue, ongoing conversation and listening.

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    Women and Wealth: The invisible opportunity

    The women's wealth market presents a very real business growth opportunity for advisors — provided they understand the specific approaches and the differing preferences that will resonate with women investors.

  9. Articles

    Medicare's long, strange trip

    Fifty years ago this year, both Medicare and the Grateful Dead got their start. Today, all the surviving members of that famous San Francisco band are eligible for Medicare. It's a fair bet that they, like most people in their age group in 1965, didn't pay attention to the law that President Lyndon

  10. Articles

    Daniel Kahneman's top advice: Don't churn accounts

    Renowned behavioral economist Daniel Kahneman says advisers must recognize the cost and futility of betting against the market and trading too much.

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    3 qualities all advisers' outsourcing partners should share

    Critical to find outsourcing partners who have the necessary expertise, are trustworthy, and can help improve an adviser's business

  12. Articles

    How to perfectly time your clients' Medicare enrollment

    Decisions on Medicare enrollment carry a meaningful financial impact, are closely tied to Social Security choices

  13. Articles

    Lessons from the $1B divorce case: How to split business assets

    What do a spouse's efforts mean for the valuation of a business and its division in two?