InvestmentNews will feature Susan Kay’s new strategies to reach the next generation at the Women Adviser Summit in Huntington Beach, Calif.
Bankers help wealthy clients use planes and other assets as collateral
InvestmentNews will be hosting a fireside chat with Shannon Eusey, founder of the nation’s largest female-owned and led RIA, Beacon Point Advisors, at our first Women Adviser Summit of 2020.
Sophisticated investors are asking about ESG in discussions with their financial professionals, some motivated by research showing that sustainable investing improves returns. Others — especially wealthy individuals — want their investments to improve the world.
Erika Karp describes some challenges of ESG analysis and integration
CEO Yie-Hsin Hung on efforts to achieve gender parity on both sides of the client relationship.
Carrie Schwab-Pomerantz, chair of Schwab Charitable, also cites the challenges posed by the nation's skyrocketing student loan debt.
Carrie Schwab-Pomerantz, chair of Schwab Charitable, also cites the challenges posed by the nation's skyrocketing student loan debt.
Mary Beth Franklin describes why this income source is so critical for women in retirement.
Mary Beth Franklin describes why this income source is so critical for women in retirement.
