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Formerly Guiding Assets, Enterprising Investor is the flagship podcast of CFA Institute and the definitive program for the investment management industry. As stewards of the investment industry, Guiding Assets will feature intimate conversations with some of the most influential people from the world of finance about the topics that matter most to investment professionals. The show will also share crucial insights and best practices to help guide investors to make smart, ethical decisions. Enterprising Investor will continue to help build a better world for investors.

Host: Mike Wallberg, CFA

Producer: Mitchell Forst 

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  2. 2017
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How Financial Advisers Can Better Serve Women

Apr 13, 2017

In Episode #306, Adrienne Penta, executive director of the Brown Brothers Harriman Center for Women & Wealth, discusses this problem—explaining what women clients want from their financial advisers and how advisers can better serve this important segment of their clientele.

Women control more wealth than ever in the...

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