Did you know that one in three do-it-yourself women investors could be in the market to hire a financial advisor during the next year? That’s just one of many interesting learnings from the new InvestmentNews/Kiplinger’s survey of over 1,500 high-net-worth and affluent investors. The survey also looked at investors’ top financial goals, financial advisory services valued by women investors, and highlights two interesting female submarkets seeking advice – breadwinners and single high-net-worth women.
Research overwhelmingly shows that where women are better represented on corporate boards and in senior management, companies simply perform better.1 That’s why we launched the Pax Ellevate Global Women’s Index Fund – the first mutual fund consisting of the highest-rated companies in the world for advancing women onto their boards and into senior management. In this article, Pax Ellevate’s Joe Keefe and Sallie Krawcheck discuss the business case for gender diversity and explain why investing in women is simply smart investing.
The 2016 U.S. Trust Insights on Wealth and Worth® Survey cites giving back as a shared priority among the wealthy. Beyond philanthropy, many investors — particularly women — are interested in investing in companies that align with their values and make a positive impact, while also providing financial return potential.
In July, we participated in the InvestmentNews Women’s Advisor Summit in Boston with over 150 women financial advisors. One of our favorite sessions was with Maribeth Kuzmeski from RedZone Marketing who did an excellent presentation on marketing strategies. As today’s digital world continues to gain momentum, it’s surprising how many advisors ignore their online branding. We try to remind advisors that if we can’t can’t find them online, most of their prospects probably can’t either. Here are two tips that were offered in Maribeth’s session worth highlighting:
Kathy Lemay is the force of nature leading Raising Change – an organization she launched in June 2005 with a simple premise: Help fully unleash the power of women’s philanthropic giving. The platform equips women philanthropists and fundraisers with the tools they need to bring the best of their values to the work they care so deeply about. It also helps women and fundraisers talk about money – really talk about money. And raise it – a lot of it. What began as a consulting firm ten years ago to equip primarily U.S. fundraisers and women philanthropists has transformed into a global consulting firm, working not just with women and fundraisers but with change agents from all walks of life and from all corners of the globe.