Enterprising Investor
Practical analysis for investment professionals

women


The Smartest Thing I Ever Did: Women on Life-Changing Decisions

This post highlights inspiring stories from women who took calculated risks, reshaped their lives, and redefined success on their own terms.

Embracing Opportunities: Women in Wealth Management on International Women’s Day

The opportunities for women in wealth management are abundant, driven by the demand for diverse perspectives, the changing demographics of wealth, and the push for inclusive workplace cultures.

Women and Finance: How Embracing Risk Can Unlock Greater Success

The key to embracing risk? Balance prudence with action, preparation with confidence, and strategy with boldness.

The Alternative Investment Gender Gap: Marketing to Female Clients

What are women's favorite alternative investments? What marketing strategies resonate with women, and which one's don't?

Women and Investing: Six Questions Answered

How have women changed their investing habits since the pandemic went global?

Women and Wealth: Three Findings and Their Risks

What are the major takeaways from a decade of researching women and finance?

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.

Machine Learning: Changing the Game for Women in 2018

Female-focused machine learning, powered by new hardware and software, will be a key trend for 2018 and beyond, says Barbara Stewart, CFA.

Women and Millennials: What Do They Want?

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 Perfect Storm: Women Need Finance and Finance Needs Women

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.”