UBS On-Air: 'Women & Finance: Does gender really matter when investing?'




Top of the Morning – UBS Wealth Management Research show

Summary: In this podcast, Laura Kane, Head of Thematic Investing for UBS Chief Investment Office, Carey Shuffman, Manager of Women's Segment Strategy for WM USA and Brie Williams, Vice President of State Street Global Advisors and the Head of Practice Management, have an open discussion about women and finance. What are the financial differences between men and women? What challenges do women face? Why is it a good idea to work with a financial advisor? What are financially successful women doing right? All of this and more. As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business and that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information visit our website at ubs.com/workingwithus. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC. * UBS Sources: 2017 US Census Data; UBS Couples Research. Feb 2017; UBS Widows & Divorcees Research, August 2017; * SSGA Sources: Daisy Maxey, “Where are the Female Fund Managers?” The Wall Street Journal, July 6, 2015; Alpha, Beta, and Now…Gamma, Morningstar Research, 2013; Annamaria Lusardi, Pierre-Carl Michaud and Olivia S. Mitchell, “Optimal Financial Knowledge and Wealth Inequality,” NBER Working Paper No. 18669, January 2013