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Reading the biographies, accomplishments and concerns of 16 women leaders in wealth-management technology is both daunting and inspiring! Like appreciating a work of art, you have to catch your breath, take a second look at what is before you and then ponder “the bigger picture.”

Several of my closest female friends work in tech, mainly cybersecurity. And, though I enjoyed reading Clayton Christensen’s book “The Innovator’s Dilemma” on change and disruption and writing about tech trends affecting advisors each day, I cannot imagine being down in trenches like the executives and managers we feature in this month’s cover story.

I’ve have seen lots of tech trends firsthand over the years. First, while living in Japan from 1991 to 1994 as a freelance journalist and also part-time teacher for the electronics giant Panasonic (before many tech manufacturing jobs moved to China).

While living in Asia, I used to ask a friend, who would go on to lead Blockbuster’s too-little, too-late digital efforts, to send my stories to Europe and the U.S. from Asia using the new frontiers of the World Wide Web. I had no idea what he was doing, but was glad to have an alternative to faxing the text overseas.

Later, I wrote about the dot-com boom and bust while living in the San Francisco Bay Area and beyond. I even got to interview then Microsoft CEO Steve Ballmer during a visit to Shanghai, when that city was having its own startup craze.

All these experiences helped me develop a strong appreciation for data/technology and the powerful impact these developments have on our careers, the businesses we are a part of and the broader global community. (Hopefully, robots won’t be taking over all my writing and editing tasks before retirement!)

Of course, the more you study data, the more you have to learn about software and other technology used to mine and manipulate it. I certainly would like to do more on this front. On a more personal note, it’s exciting (and intimidating) to see what my younger son is learning about math, stats and computer science at UCLA. I very much hope the daughters of my friends — and many other young women — embrace STEM subjects during and after their college years.

As one of the Women in WealthTech points out, generally speaking, “Neither financial services nor technology are known as being industries friendly to women, so role models are hard to come by.”

After reading this month’s cover story, I hope you’ll agree that there are now (at least) 16 such role models that the industry can and should be proud of. We are grateful for all the time and effort these female leaders shared with us for this first-ever coverage.


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