Women And Investing

Displaying 333 results

Topic

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The industry has served executive women based on outdated assumptions about their goals, risk appetite and investment aptitude.

Topic

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.

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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.

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Ariel Investments promotes Mellody Hobson to co-CEO

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

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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

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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.

Topic
  • 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.

Topic

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?

Topic

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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