Biography
Barbara Stewart, CFA, is a researcher and author on the issue of women and finance. She will release 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.
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.
The global narrative about women and money is changing significantly and for the better. Two major factors have helped to shape this, according to Barbara Stewart, CFA.
Regardless of their age, profession, geographic area, or cultural background, smart women deal with money one way or another everyday, reports Barbara Stewart, CFA. Learn more about her latest research, “How Smart Women Are Managing Their Money in 2017.”
The biggest factor in attracting female customers involves building trust, says Barbara Stewart, CFA. To do that, leaders need to understand new forms of technology, customized communication, consumer behavior, and also, privacy.
As advisers, our job is not to judge the reasons why our female clients don’t invest — our job is to get them started, says Barbara Stewart, CFA. Why? Because cash is among the lowest performing asset classes over time, and the average female retiree needs to have saved and invested well over $100,000 more than the average man.
Women and men want to invest in causes and concerns that matter to them, says Barbara Stewart, CFA. The big opportunity for the financial industry will be to understand these value preferences and to offer the best advice as to how clients can allocate some of these "value investments" via traditional equity markets.