Take 15 Series Interview Recorded 29 Apr 2020
Financial Advisers and Female Clients: Risks and Opportunities
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.
About the Speaker(s)
Barbara Stewart, CFA, is a researcher and author on the issue of women and finance. She released the 10th installment of her “Rich Thinking” series of monographs on International Women’s Day, 8 March 2020. Stewart uses her proprietary research skills to work as an Executive Interviewer on a project basis for global financial institutions seeking to gain a deeper understanding of their key stakeholders, both women and men. She is a frequent interview guest on TV, radio, and print, and she is a columnist for Golden Girl Finance. Stewart is on the Advisory Board for Kensington Capital Partners Limited in Toronto.