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. 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.
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.”
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.
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