Menu Barbara Stewart logo

Barbara Stewart

Image of Barbara Stewart



Portfolio Confidential: Five Common Client Concerns
October 9, 2023

How Do Smart Clients Invest in Themselves? Know Their “Why”
March 9, 2023

Beyond Duration and Convexity: Eight Ways to Bond with Clients
January 23, 2023

Women’s Wealth and Technology: Three Themes for the Future
July 26, 2022

Women and Money Making: What’s Your Business Model?
March 8, 2022

Women and Investing: Six Questions Answered
January 7, 2022

Female Advisers: Five Reasons Why They’re a Better Fit Than Ever
October 26, 2021

Women and Investing: Five Myths
May 24, 2021

Five Investing Success Stories from Five International Women
March 8, 2021

ESG Matters: Global Trends and Transitions
February 25, 2020

The COVID Catapult: Four Trends Upending the Status Quo for Women
December 22, 2020

The Future Is Female: COVID-19 Fuels a Surge in Women Entrepreneurs
October 8, 2020

Women and Trading: Currencies, Commodities, and Crypto
July 21, 2020

She’s the Boss of Her Money: Four Trends in Women’s Online Investing
April 21, 2020

Five Tips for Business Success from Five International Women in Finance
March 6, 2020

Let’s Get Physical 3: How to Moderate Panel Discussions
February 21, 2020

Women and Finance: The 2019 Rich Thinking Quantitative Survey Findings
January 6, 2020

Women and Wealth: Three Findings and Their Risks
November 21, 2019

Suddenly Single: How to Plan with Female Clients
October 18, 2019

Work and Leadership: Going It Alone
July 11, 2019

The Equality Equation: Three Reasons Why the Gender Investing Gap Is Closing
May 22, 2019

500 Startups: How Diversity Drives Deals
April 18, 2019

Women and Finance: Five Trends to Celebrate
March 8, 2019

Return on Integrity: The New Metric for Financial Performance
February 8, 2019

Women of Jeopardy! on Defining Success
December 14, 2018

Payment Decisions: Reflections of Culture, Options, and Self
October 15, 2018

Let‘s Get Physical 2: Body Language and Physical Fixes
September 11, 2018

For Humans Only: Five Tips for Outstanding Customer Service
August 13, 2018

Zeitgeist: Why It Matters to Advisers and Investors
June 28, 2018

Daughters: The Rising Wealth Influencers
May 13, 2018

Data Science, Finance, and Women: A Powerful Intersection
April 16, 2018

Risk Is a Moving Target
March 8, 2018

Let’s Get Physical: Body Language and Success
February 5, 2018

Machine Learning: Changing the Game for Women in 2018
December 30, 2017

Social Selling: Building Relationships with the Clients of the Future
November 9, 2017

Planning for a Non-Retirement
September 19, 2017

Women: The Private Investigators of Finance
August 17, 2017

Women and Millennials: What Do They Want?
June 13, 2017

Point of No Return: Two Factors Shaping Women and Investing
April 24, 2017

The Perfect Storm: Women Need Finance and Finance Needs Women
March 8, 2017

Get Smart: Use Gender Intelligent Thinking
February 6, 2017

Off the Fence: Three Tips to Help Women Start Investing
January 4, 2017

The Female Asset Mix: Value Investor or Investor in Values?
December 2, 2016

Know Your Client: Talking to Women about Investing
October 25, 2016

Diversity in Finance: It Matters
September 26, 2016