Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Serving and Retaining Mass-Affluent Female Clients
By David LaMartinaHow can you serve your client's needs and help them meet their retirement goals even when their partners have different priorities?
October 30, 2017
Why Words Matter to ClientsOur research found that certain common words and phrases are turn-offs to the HNW individuals that advisors are trying to attract.
October 26, 2017
4 Facts About the World’s BillionairesBillionaire wealth as well as the number of billionaires grew in 2016, according to UBS and PwC.
October 19, 2017
Get Clients to Break Their ‘Money Silence’ or Lose ThemKathleen Burns Kingsbury tells ThinkAdvisor about how advisors can significantly boost clients' financial literacy and stop the next generation from firing them.
October 17, 2017
Women Invest Like Men but With a Key Difference, Study FindsCapital Groups survey of women shows confidence in their investment decisions but not necessarily the power to execute.
October 16, 2017
5 Raymond James Women Who Are ‘Kicking Butt and Taking Names’"These women were recognizing are leaders not only in their profession but in their communities as well," Michelle Lynch says.
October 16, 2017
5 Facts About Female ClientsHere are five facts that can help advisors better serve their female clients.
October 12, 2017
Largest Women’s Symposium Ever, Yet Percentage of Women Hasn’t BudgedMichelle Lynch described the process of getting more women into the industry as organic and slow.