Women And Investing
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Closed doors at Finra hide the whole industry's shame
Finra's second diversity conference in New York on Tuesday featured a number of key industry speakers who touted the importance of recruiting, retaining and promoting more women and minorities in the industry. “Diversity is strength — even a group of best point guards cannot win a basketball game,”
Are women financially conservative or just economically realistic?
They're less willing to take risks with money than men, but they'll ensure the mortgage is paid off.
What's Apple got up its sleeve?
Breakfast with Benjamin: Apple's latest acquisition and what else it has up its sleeve. Plus: Microsoft's latest move; Netflix subscribers using Comcast can breathe easier; small investors get back into the trading game and training advisers to work with women.
Client's got stars in his eyes? Insist on a prenup
Premarital agreements on the rise, and they're no longer just for the wealthy.
Krawcheck: Women on Wall Street have 'gone backwards'
Sallie Krawcheck, the former Bank of America Corp. and Citigroup Inc. executive, said women lost ground on Wall Street after the financial crisis because executives and boards hired people who looked like them.
Emerging markets get more attractive by the day
Breakfast with Benjamin: Emerging markets getting more and more attractive. Plus: Bill Gross bounces back, the February buying opportunity, this isn't 1929, and Goldman manicures an apology for giving nail files to women.
A new financial planning frontier for same-sex marriage
Advisers wanting to work with LGBT clients will have to stay current on the changing state laws and realize how their clients' residences can shape their retirement and estate planning.
Live! From TD Ameritrade Institutional: How to get and keep female clients:R-E-S-P-E-C-T
Women feel more negatively about the financial industry than they do about car salespeople.
Krawcheck says advisory business still coming up short in reaching out to women
The trailblazer says the advisory business is still coming up short in reaching out to women, both as advisers and clients, and explains why.
Erica McGinnis' big plans for Advisor Group are taking shape
Erica McGinnis has had three and a half months to settle into her new role as chief executive of Advisor Group, and her plans for building out the network of four independent broker-dealers — and making it more accommodating to women — are taking shape.
The financial feminine mystique backed by hard numbers
It might not be easy to find a woman to manage your assets, but it might be worth the effort to start looking. The idea that women generally manage money and invest differently than their male counterparts is not a new finding, but a growing body evidence suggests that those differences can add up
I passed the CFP exam (but you can't call me a certified financial planner)
Mary Beth Franklin passed the Certified Financial Planner Board of Standards Inc.'s certification exam. But unfortunately, you can't call her a certified financial planner — and probably never will.
Don't condescend to Gen Y women
Advisers who can show how they can make a person's financial life easier — without coming off as condescending — will find an enthusiastic audience in Generation Y women, experts said.
Women in the advice business
Are women on the rise or dropping out of the career track before the next promotion? A snapshot from the 2013 InvestmentNews/Moss Adams Adviser Compensation and Staffing Study capturing gender breakdown of pay and work in the advisory industry.
5 high-level firm positions commonly held by women
The InvestmentNews /Moss Adams Adviser Compensation and Staffing Study captured compensation information for 24 positions employed by independent advisory firms. The following is a snapshot of the results. For more information, visit the full study , where you can also benchmark select compensation
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February 27, 2014