Women And Investing
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Adviser's Consultant: What it takes to retain women advisers
Brittain Prigge of Balentine shares her firm's success in cultivating a staff in which female advisers make up the majority.
From the ranch to Wall Street: Lessons from a serendipitous career journey
LPL Financial's chief risk officer offers five principles that helped her manage her career to unexpected opportunities.
What we can learn from women-led funds that outperform?
Studies show that women tend to be less overconfident, have a flatter probability weighting curve and may do a better job of matching expected outcomes with actual outcomes.
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.
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
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.
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
Help clients 'think straight' during life transitions
Being there for clients at tough times requires patience but encourages loyalty and referrals.
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.
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.
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.
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.
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.
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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
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.