View presentations by our talented faculty members and leading industry professionals on issues relevant to women in today’s changing financial services industry.
Ideal Investors for Managed Accounts
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04:27
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Mary Quist-Newins speaks to Drexel University professor Anthony Curatola about his original research and results examining the problem of gender-based income inequalities in retirement. Arthur Tacchino explains a new implementation of health care reform.
Do Women “Lose Out” Financially In Life?
Runtime
05:45
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Mary Quist-Newins speaks with Cindy Hounsell, President of the Women’s Institute for a Secure Retirement (WISER), about the different planning strategies for single women, women going through a divorce, and more.
Generational Differences in Retirement Planning
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06:00
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Cindy Hounsell, President of the Women’s Institute for a Secure Retirement (WISER), speaks with Mary Quist-Newins about how generational differences and marital status affect retirement planning.
Community Outreach with WISER: Getting Involved
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06:09
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Mary Quist-Newins speaks with Cindy Hounsell, President of the Women’s Institute for a Secure Retirement (WISER), about the community outreach efforts provided by WISER in partnership with outside organizations and how financial advisors can get involved.
Investing Confidence in Women
Runtime
06:45
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Cindy Hounsell, President of the Women’s Institute for a Secure Retirement (WISER), speaks with Mary Quist-Newins about why women can lack assurance in their investing decisions and how advisors can tailor their advising to increase that confidence.