Practical analysis for investment professionals

Barbara Stewart, CFA

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23 Posts

Biography

Barbara Stewart, CFA, is a researcher and author on the issue of women and finance. She released the ninth installment of her “Rich Thinking” series of monographs on International Women’s Day, 8 March 2019. Stewart is also a consultant who uses her proprietary research skills to help large global financial institutions seeking to transform themselves. 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. All of Stewart’s research is available on Barbara Stewart.

Author's Posts
Women and Finance: Five Trends to Celebrate

To mark International Women's Day, Barbara Stewart, CFA, finds reason to celebrate.

Women of Jeopardy! on Defining Success

As part of her research, Barbara Stewart, CFA, spoke to a particular group of women about how they feel about their intelligence, how they look at success, and what advice they’d give younger women.

Payment Decisions: Reflections of Culture, Options, and Self

How does progress in the payments industry affect the payment decisions we make at an individual level?

Let‘s Get Physical 2: Body Language and Physical Fixes

Financial advisers care about body language and so do clients and potential clients, says Barbara Stewart, CFA. So how can we repair our physical faux pas? She checks in with nonverbal communication expert Mark Bowden for insight on this question and more.

For Humans Only: Five Tips for Outstanding Customer Service

Artificial intelligence will change the world for customers across all industries, says Barbara Stewart, CFA. But a few things won’t ever change. People want respect.

Zeitgeist: Why It Matters to Advisers and Investors

As advisers, we need to talk in the language and use the tools of the people who we are talking to.

Daughters: The Rising Wealth Influencers

Advisers need to focus on how to communicate with women, all kinds of women — especially the daughters of our current clients.

Data Science, Finance, and Women: A Powerful Intersection

Data science will be the key to unlocking the door for women to the most powerful positions in finance, says Barbara Stewart, CFA.

Risk Is a Moving Target

To mark International Women's Day, Barbara Stewart, CFA, shares insights from her latest research study on women and risk.



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