Practical analysis for investment professionals

Barbara Stewart, CFA

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27 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 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. All of Stewart’s research is available on Barbara Stewart.

Author's Posts
Suddenly Single: How to Plan with Female Clients

We all start out single and most women, whether they marry or not, will end up that way. Barbara Stewart, CFA, considers the implications.

Work and Leadership: Going It Alone

Self-leadership may become the most important kind of leadership of all, says Barbara Stewart, CFA.

The Equality Equation: Three Reasons Why the Gender Investing Gap Is Closing

Women are narrowing the investment gap and will soon close it, according to Barbara Stewart, CFA, and Duncan Stewart, CFA.

500 Startups: How Diversity Drives Deals

Vera Futorjanski of 500 Startups discusses the value of diversity in an interview with Barbara Stewart, CFA.

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.



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