Women And Investing

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3 mistakes advisers make about high-net-worth women

The industry has served executive women based on outdated assumptions about their goals, risk appetite and investment aptitude.


Advisers view diversity efforts as a complex, heavy lift

Survey of InvestmentNews readers shows they see upside of diversity but have limited motivation to address it.


Women still aren’t part of the conversation. They must be

Women who relinquish all financial decision-making to spouses or others, do so at their own peril.


Ariel Investments promotes Mellody Hobson to co-CEO

Chicago-based asset manager becomes a role model for leadership diversity


Women whose spouses control the finances may be putting themselves, their families at risk

Danger! When it comes to steering the financial ship, women are hesitant to make waves


Wells Fargo may not be shattering any glass ceilings anytime soon

Bank board's decision to open CEO search to outsiders may sideline Mary Mack from being first woman to lead a giant U.S. bank.

  • RIAs
  • June 10, 2019

RIA with $15 billion in AUM appoints first female president

Wendy Hartman also joins the board of Buckingham Strategic Wealth, a firm that already has women in 40% of client-facing roles.


Why aren’t more women advisers making the leap to independence?

Women breakaways share a common thread: They feel the fear and do it anyway. But why?


Are China trade tensions a concern among your clients?

The situation goes beyond tariff increases, so be ready to explain why China matters to the U.S. economy and investors.


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