Results for "women and investing"

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Advisers ignore 'responsible investing' at their own risk

November 17, 2017

Financial advisers might be missing a big asset-gathering and client-satisfaction opportunity if they aren't familiar with the nuances of "responsible investing" trends, according to Marcus Valesco, managing director in the Wealth Management...

Firms explore ways to bolster the number of female financial advisers

November 14, 2017

Boosting the number of women in the financial advice business to a level that more equally represents the population may require firms make changes related to hiring, compensation, training and other areas. It also will require getting more...

Millennials, women drive assets to ESG strategies

November 7, 2017

Two groups of people – women and Millennials – are responsible for the doubling of ESG assets to $8.1 trillion worldwide since 2014, said panelists at the Mopedia Focus on Investing event on Monday. "Women now control up to 50% of...

Women at Fidelity describe culture of bias, revenge

November 3, 2017

The trouble for Erika Wesson at Fidelity Investments began with an anonymous email. "Maybe you can go out there and do another deal where you lose millions. Stupid Bitch!" a copy of the 2008 message reads. Wesson was then a Fidelity analyst...

Don't fall for myths about women investors

October 25, 2017

It is time to update some outdated notions about women investors. Many women are highly engaged in financial and investing decisions, they contribute meaningfully to their household income and assets, and they understand their portfolios. Despite...

Fidelity has 'real need' to recruit more women, Johnson says

September 27, 2017

For people well-schooled in the relationship between supply and demand, here's one Fidelity Investments may not have seen coming: The demand for female financial advisers outstrips the supply. Women customers often ask to work with female advisers,...

Sallie Krawcheck wants Ellevest to change the way women save for retirement

September 18, 2017

Women's careers are different from men's, and their retirement planning should be, too, is Sallie Krawcheck's pitch. Now Krawcheck, one of the top women on Wall Street, has closed a hefty new round of funding for her startup robo-adviser, Ellevest....

Social Security underpaid some survivor benefits

August 21, 2017

Social Security survivor benefits can serve as a crucial lifeline for widows and widowers. But a newly released report by the Social Security Administration's Office of the Inspector General (OIG) found that more than 100,000 widows and widowers...

Dominated by women, tech-heavy fund is up 36% on the year

July 6, 2017

Zevenbergen Genea doesn't exactly roll off the tongue. But so far, the $5.7 million fund is on a roll. The fund, which trades under the ticker ZVGNX, is a concentrated, go-anywhere fund that is largely focused in technology. So far this year,...

Advice firm carves out unit for women investors

June 26, 2017

Fairport Asset Management has been so successful attracting widows and female executives that it's created a new division within the firm to focus solely on serving wealthy women. Under the Luma Wealth Advisors brand, the firm will target women...

June 22, 2017

Women face unique challenges as they move into the C-suite, and they need to remember to always be themselves and let their professional strengths shine, according to Christine Nigro, vice chairman at AXA Advisors.

June 22, 2017

The idea started with the creation of a statue to coincide with International Women's Day, and the results surpassed expectations, according to Brie Williams, head of practice management at State Street Global Advisors.

5 takeaways from women leaders in the industry

June 21, 2017

A panel of female executives in the financial advice business on Monday discussed their unique experiences in the industry during the Women's Forum: Focus on Leadership, co-sponsored by Mopedia and the Investment Program Association's...

June 20, 2017

The financial advice industry can learn from companies and countries that are well on their way to achieving 50/50 gender parity, according to Cara Williams, global wealth leader for the multinational client group at Mercer.

June 14, 2017

The average adviser is a 50-plus white male, but there are concrete steps advisers and their firms can take to increase diversity, according to Jocelyn Wright, chair of the State Farm Center for Women and Financial Services at The American College.

What women want from financial advisers

May 8, 2017

Financial advisers understand that nurturing a mutually productive relationship is the nature of the business. Twenty years ago, investing was more of a man's game and though the number of female advisers is meager (only 14%), the number of...

CFP Board launches program to attract more women planners

May 4, 2017

The CFP Board Center for Financial Planning is creating a pilot program known as the Financial Planning Re-entry Initiative (FPRI) aimed at expanding the pool of female financial planners. Working in partnership with iRelaunch, a firm that develops...

Adviser's Consultant: Boosting female advisers inside and outside the firm

April 21, 2017

Debra Kriebel is the only woman among nine partners at Pinnacle Advisory Group Inc., but she's working to increase that number, as well as increasing the number of female advisers across the advice industry. She's battling a daunting fact though:...

7 changes firms need to make to attract more female advisers

March 9, 2017

Women still want mentors and to see other women reach leadership positions, but other surprising workplace changes could draw more females into the financial advice industry. These seven ideas were born from a two-hour discussion by leading...

March 8, 2017

Mopedia honored 21 female professionals at its second annual Women to Watch awards luncheon. The event also featured a think tank discussion on how the industry can attract and retain more female financial advisers.

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