Women in Finance

Now Is the Moment for Women Advisors and ESG Investing

The Forthcoming $30 Trillion Wealth Transfer to Women
Article

by Theresa Gusman, Chief Investment Officer of First Affirmative Financial Network 

An enormous transfer of wealth is underway in America that presents an historic opportunity for the financial services industry and specifically for women advisors and customized ESG investing. Female advisors – though they are outnumbered by their male counterparts by more than four to one – are better positioned to guide the clients on the receiving end of this transfer.

Facing Our Relationship With Money Can Change Us

Article

by Maggie Kulyk, founder of Chicory Wealth and author of "Integrating Money and Meaning" 

I have been working with people and their finances for almost twenty years now, and one thing I know for certain: Each person’s relationship with money is unique and powerful, whether they choose to recognize it or not. I have also noticed that those who are willing to accept and work with the realities of their relationship with money generally lead happier and more balanced lives.

Making HER Money Count

Article

by Rachel McDonough, CFP,  Make Your Money Count 

All of the chapters in my money story could be summed up with three words: make it count. As a Financial Advisor, I’ve had a decades-long fascination with squeezing value and meaning out of every dollar and helping my clients do the same. I even named my business Make Your Money Count, LLC. But the essence of my money story focuses on faith more than finances.

GreenMoney Interviews: Liesel Pritzker Simmons on Impact Investing

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Interviewed by Cliff Feigenbaum, GreenMoney Journal 

Welcome to the latest in the 'GreenMoney Interviews' series. Recently I spoke with Liesel Pritzker Simmons of Blue Haven Initiative, as part of our new "Millennials and Money" issue. Liesel oversees an impact investing portfolio structured to generate financial returns and address social and environmental challenges.

Investors Have a Fiduciary Responsibility to Combat the Climate Crisis

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by Jessye Waxman, Green Century Capital Management 

As a shareholder advocate for an environmentally-responsible mutual fund company, I directly engage companies on their supply chain strategies and have successfully convinced them to adopt practices that have real-world impacts that protect a triple bottom line. I’ve collaborated with Aramark and Tyson Foods to develop robust no-deforestation commitments, and have successfully pressed Kroger, the largest grocery chain in the US, to adopt a no-deforestation policy that will cover its private label products.

Technology Boosts Women Advisors, Edward Jones Says

by Karen DeMasters
Article

Women are still a minority in the financial services industry, but they are using technology to build their businesses and make their presence known, according to Edward Jones.

Ongoing training and coaching are keys to women financial advisors keeping up and being competitive, according to a survey of 107 of Edward Jones’s top-earning female financial advisors. 

Future Returns: Invest for Goals Instead of Returns

Article

Northern Trust has discovered the best way to bring female clients into the investment process is to show how their portfolio can fund their current lifestyle and their goals, instead of talking about how they are going to invest to beat the market.

Women and Sustainable Investing: Driving Assets and Benefitting From a Gender-Lens Approach

84 percent of women expressed interest in sustainable investing
Article

by Lisa Woll, CEO of US SIF and US SIF Foundation

Women are Increasingly Driving Asset Growth

Northern Trust’s Katie Nixon: Change is an Evolution, not a Revolution

Article

JARED JOHNSON, PRINCIPAL DIGITAL STRATEGIST 

Knowledge is power.

That’s what Solstice’s new Luminaries series is all about — asking the difficult questions and discovering what makes the people at the top of the financial services industry tick.

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