Posts featuring Kelly Coyne as author

November 14, 2018

PXWIX: Q3 2018 Fund Performance and Strategy Update [Advisor Webcast]

Gender lens investing is gaining momentum – and for good reason. Research shows that integrating a gender lens into investment decisions can yield positive financial returns and help close the gender gap.
November 12, 2018
women having a conversation at a table in a business environment

Seven Conversation Starters for the National Conversation About Board Diversity

On November 15, a national conversation about board diversity will take place. It’s a topic we think about — and talk about — a lot.
September 26, 2018

PXWIX: Fund Performance and Impact Update Webinar [Advisor Webcast]

Gender lens investing is gaining momentum – and for good reason. Research shows that integrating a gender lens into investment decisions can yield positive financial returns and help close the gender gap.
September 6, 2018

Advisors Share What’s Working: 5 Best Practices From the Invest in Women Symposium

Some of the most successful advisors in the business share strategies related to Investing in Women that have helped them grow their business.
August 6, 2018

Reaching Millennials: Your Future Success Depends on It

Kelly Coyne explains how financial advisors can take advantage of the millennial opportunity before it’s too late.
February 15, 2018

Millennials & Money: We’re Not as Different as You Think

Millennials are the largest generation in history with a spending power of $1.5 trillion and growing – this presents an enormous opportunity for financial advisors.
December 12, 2017

Three “Aha!” Moments from the InvestmentNews Women Adviser Summits

Kelly Coyne shares her top three “aha” moments from the InvestmentNews Women Adviser Summits.
November 15, 2017

Grow Your Practice with Women Investors: 4 Successful Strategies

One of the biggest challenges advisors face is how best to connect and engage with their existing women clients and reach new prospects.
March 1, 2017

4 Ways Financial Advisors Can Win Millennial Clients

Millennials are expected to receive a record-breaking intergenerational wealth transfer of over $30 trillion yet only 30 percent of advisors are looking for clients under the age of 40.1 Why? Because reaching my generation can be difficult and keeping us happy is even harder.