U.S. Financial Health Pulse: 2019 Trends Report
This report from the Financial Health Network presents findings from the second annual U.S. Financial Health Pulse, which is designed to explore how the financial health of people in America is changing over time. It explores financial health for the nation as a whole, across financial health indicators, among demographic groups, and at the level of individuals.
Supporting Business Life-Cycle Needs – Kauffman Foundation
Alicia Robb discussed the financing patterns & credit experiences of women-owned businesses during a panel at the 2016 GBA Summit.
Women in the Workplace 2015
Women in the Workplace is a comprehensive study of the state of women in corporate America. The study is part of a long-term partnership between LeanIn.Org and McKinsey & Company to encourage female leadership and foster gender equality in the workplace.
10 Million Strong: The Tipping Point for Women’s Entrepreneurship
This annual report from the National Women’s Business Council is a synthesis of the Council’s commitment to supporting women in business by producing best-in-class, actionable research on the most relevant issues facing aspiring and current women business owners and leaders, and identifying – through research and engagement – the unique barriers and challenges of women in pursuit of business.
Private Sector Leadership in Financial Inclusion
An alarming 2 billion people around the world still lack access to modern financial services. While the finance gap is most acute in the developing world, communities and businesses across the United States also lack adequate access to finance or have limited financial literacy skills. Published by the U.S. Chamber of Commerce Foundation Corporate Citizenship Center (CCC), Private Sector Leadership Financial Inclusion is a report that identifies several private sector and nonprofit organizations that are making important strides to address this critical finance gap worldwide.
Everyday Moments of Truth
Bain & Company surveyed more than 1,000 men and women in the US at all career levels, asking specifically about their interest in pursuing a top management position. They discovered that over time, women’s aspiration levels drop more than 60 percent, while men’s stay the same.
Financial Experience &
Behaviors Among Women
This study highlights key ways in which women differ from men in their financial attitudes, perceptions, goals and confidence. It also looks at demographic differences, namely the behaviors of Asian American, African American and Hispanic women.
Strategies for Attracting and Retaining Female Clients
A critical mass of women — bolstered by rising education levels, unprecedented workforce participation and escalating income and wealth — are assuming more powerful roles in personal and family investing and decision making. This report looks at how to best empower financial advisors to grow their business among women and their families.
Maximizing a Major
Opportunity: Engaging
Female Clients
This report by Fidelity Investments looks at the powerful potential and business opportunity of women, and how to engage them to build strong relationships.
National Women’s Business Council 2012 Annual Report
This report describes progress and key metrics for women’s economic status during 2012, with many useful statistics and infographics. NWBC is an organization that cooperates with other research organizations, including GBA member Womenable.
2014 Wells Fargo Affluent Women Retirement Survey
This report offers a number of results from a Wells Fargo survey of nearly 2,000 women — chief among them, women enjoy making and accumulating money, and have a strong sense of pride in earning money.
Entrepreneurship Policy
Digest: Women
Entrepreneurs Are Key to Accelerating Growth
This policy brief from the Kauffman Foundation looks at how women can kick-start the economic engine in the US.
Access to Capital by High-Growth Women-Owned Businesses
This report by the National Women’s Business Council examines factors affecting access to capital for high-growth women-owned or women-led firms in the US.
21st Century Barriers to Women’s Entrepreneurship
The report from the U.S. Senate Committee on Small Business and Entrepreneurship, chaired by Sen. Maria Cantwell, looks at steps the federal government can take to foster women’s business growth.
Strategies for Attracting and Retaining Female Clients
Women are assuming more powerful roles in personal and family investing and decision making. This report from LPL Financial looks at how to best empower financial advisors to grow their business among women and their families.
Women Entrepreneurs 2014: Bridging the Gender Gap in Venture Capital
This report by Babson College found that contrary to existing perceptions, many fundable women entrepreneurs had the requisite skills and experience to lead high-growth ventures. Nonetheless, women were consistently left out of the networks of growth capital finance and appeared to lack the contacts needed to break through.
Banking on Women
This whitepaper from Treliant Risk Advisors discusses four obstacles that banks can overcome to serve the growing sector of women-owned businesses.
The Allianz Women, Money, and Power Study: Empowered and Underserved
This survey indicates that despite their rising workforce participation and escalating income, it appears that US women still have major gaps and unmet needs when it comes to achieving comfort and confidence with money.
Unlocking the Full
Potential of Women in the U.S. Economy
This research from McKinsey & Company looks at how women contribute to the U.S. economy, how their work benefits individual corporations, what prevents women from making greater contributions to their companies, and what approaches can help companies unlock the full potential of women.