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Invest In Women 2018

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Actress Marlee Matlin: Be Courageous

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Matlin brought her story of courage and optimism to the Invest In Women conference to inspire financial advisors.

Data Privacy A Big Concern For Shareholder Return

Lori Keith, a portfolio manager and senior research analyst for Parnassus Investments, describes potential investment threats from data breaches...

Global Wealth Has Fueled Impact Investing

Leah Bennett, president of Westwood Trust - Houston, says more of her clients are asking about impact investing. She was a speaker at the 4th Annual Invest In Women conference.

Helping Clients Understand Life Events Come With Surprises

Susan Bradley, Sudden Money Institute founder, tells advisors they will lose clients if they don't understand how to work with people going through life transitions.

Advisors Critical In Fighting Elder Abuse, Advancing Elder Justice

Philip Marshall tells advisors what they can do to help prevent their older clients from being abused...

A ‘Financial Feminist’ Takes Care Of Herself Financially, Invests For Herself

Sallie Krawcheck, founder of Ellevest, pushes advisors to think differently about women clients. She spoke May 1 at FA's 4th Annual Invest In Women conference in Houston.

Brooke Astor's Grandson Leads The Elder Justice Fight

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Philip Marshall, who took a stand to protect his grandmother, now fights elder financial exploitation.

Define Your Strengths To Advance Your Career, Business Coaches Say

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Two successful business coaches advocate a proactive approach to moving up in the financial services world.

Don't Forget To Talk To The Kids

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Three advisors warn that those who turn away from their clients' children are walking away from wealth.

Devil In The Details For Philanthropy, Advisors Say

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Keeping clients well informed about their giving options is vital, advisors at the FA women's conference said.

The Fatal Flaw In Advisory Firms' Women's Initiatives

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Too many of the initiatives are launched without a clear goal, say female advisors.

How Ben & Jerry's Created A Values-Based Business

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Co-founder Jerry Greenfield said the iconic ice cream company relied heavily on its partnership with its customers.

Ex-CIA Agent Valerie Plame Describes Surreal Experience Of Being Outed

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The former CIA operative, who has lived all over the world, says change for women comes slowly.

Advisors Stand In Way Of ESG Investing

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ESG investors say clients want impact investments, but advisors aren't bringing them up.

Krawcheck Says Financial Industry Has Dismal Record Serving Women

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Financial services veteran Sallie Krawcheck explains why she needed to start her own firm to serve women investors.

Texas Billionaire Pursues 'Venture Philanthropy'

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The McNair Group seeks investments that promote the public good, says its president.

Advisors Urged To Embrace SRI Investing

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Women and millennials hunger for SRI investing help, says Theresa Gusman of First Affirmative Financial Network.

Military Spouses Are Special Subset Of Financial Advisors

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Stacy Miller, an advisor in Tampa, describes the challenges.

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