SEC chairman Mary Jo White talked about improving gender diversity in the boardroom in a speech in September 2014.
This edition of <i>Breakfast with Benjamin</i> covers Bill Gross getting beaten at his own game, the SEC's focus on liquid alt funds, Obama's attack on corporate inversions, and more.
<i>Breakfast with Benjamin:</i> Remember housing stocks? You should. Plus: How Pimco stepped in it, academics take on high-frequency trading, the bad math behind climate-change regs, and men are better retirement savers than women.
Female clients think about investing differently, with focuses ranging from retirement to impact investing, and it's up to advisers to meet them on common ground. <i><b>More: <a href="http://www.investmentnews.com/section/specialreport/20140817/WOMEN">The Women and Investing special report</a></b></i>
The late actress's life can inspire ways to be successful in business.
One strategy: Hiring a third party to free them up and boost business.
An <i>InvestmentNews</i> survey of 377 advisers finds that attracting female clients is more difficult without female advisers.
The right claiming strategy can significantly increase lifetime benefits
Critical to find outsourcing partners who have the necessary expertise, are trustworthy, and can help improve an adviser's business
Mastering the right way to communicate with powerful women and their partners could be a boon to advisers' businesses.
Advisers who have the patience, empathy and courage to sift through what matters most to powerful female clients can help them create a plan for success that's likely to make them clients for life.
Lifetime channel's “The Balancing Act” hosts discussion on managing money
Divorce and widowhood require sensitive communication and help in gaining confidence.
Despite gains, steep learning curve remains on investing and cash management.
The ex-wirehouse executive is throwing her weight and her money behind a revived mutual fund that invests in publicly traded companies that have greater numbers of women in management positions, saying values and returns can align when advisers invest in gender diversity.
<i>Breakfast with Benjamin:</i> What bond investors can learn from Lebron James. Plus: Gold: It all depends on the Fed; commodities as a geopolitical hedge; investing in women; and golf stocks come up short.
Advisers forced to go beyond numbers when faced with clients' concerns
It's time to take action to bring more women into the advisory profession.
