Bridge over ocean
29 April 2020 Multimedia

Financial Advisers and Female Clients: Risks and Opportunities

  1. Barbara Stewart, CFA

Barbara Stewart, CFA, shares key insights gleaned from a decade of researching women and finance, including their preferred communication style for money and investing, the types of investments that appeal to most women, and women’s attitudes toward risk taking. She dispels some of the common myths about women investors and explains why the investment industry must change to better its serve female clients.

The Take 15 Series is a collection of illuminating, short conversations with noted economists, best-selling authors, leading researchers, and successful practitioners on topics ranging from geopolitics and whistleblowing to irrationality and outlooks.

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