Biography
Barbara Stewart, CFA, is a researcher and author on the issue of women and finance. She released the eighth installment of her “Rich Thinking” series of monographs on International Women’s Day, 8 March 2018. Previously, Stewart worked as a partner and portfolio manager with Cumberland Private Wealth Management. Stewart is a frequent interview guest on TV, radio, and print, both financial and general interest, as well as a former columnist for Postmedia newspapers in Canada. All of Stewart’s research is available on Barbara Stewart.
As advisers, we need to talk in the language and use the tools of the people who we are talking to.
Advisers need to focus on how to communicate with women, all kinds of women — especially the daughters of our current clients.
Data science will be the key to unlocking the door for women to the most powerful positions in finance, says Barbara Stewart, CFA.
To mark International Women's Day, Barbara Stewart, CFA, shares insights from her latest research study on women and risk.
Why should financial advisers care about our body language? Barbara Stewart, CFA, curates some pointers from nonverbal communication expert Mark Bowden.
Female-focused machine learning, powered by new hardware and software, will be a key trend for 2018 and beyond, says Barbara Stewart, CFA.
Advisers need to be using social media, says Barbara Stewart, CFA. Call it social selling. It is not a replacement for traditional, proven selling practices, but in today’s world, you have no choice but to incorporate it into your daily life as an adviser.
Much of financial planning focuses on retirement. But what if your client isn’t planning to retire? Barbara Stewart, CFA, explores the question.
All advisers are capable of spotting fraud. But based on a couple of recent stories and some interesting statistics, Barbara Stewart, CFA, thinks women may have a head start.
Knowing our clients is the best way to retain them, especially when it comes to women and millennials, who together represent over 60% of the adult population, says Barbara Stewart, CFA.