Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
The $12 Trillion Mutual Fund Men's Club Needs More Women
By Tara LachapelleIt's a disservice to clients that only 2% of those assets are managed exclusively by women.
January 02, 2018
How Big Advisory Firms Are Adding More WomenWith women representing less than 20% of advisors and minorities just 10%, the industry has much room for improvement which some firms readily acknowledge and are working hard to address.
December 12, 2017
The Key to Unlocking US GDP Growth? WomenAccording to S&P Global, theres an opportunity to add 5-10% to nominal GDP by attracting more women to the workforce.
December 07, 2017
12 Cool, Affordable Gifts for Financial AdvisorsLooking for a gift for an advisor, or want to spend a little money on a client? Here are some holiday gift ideas from ThinkAdvisor.
November 30, 2017
The 2 Big Differences Between Male and Female ClientsMen and women are more alike than not when it comes to looking for financial security. However, there are differences that advisors have noted.
November 22, 2017
Serving and Retaining Mass-Affluent Female ClientsHow can you serve your client's needs and help them meet their retirement goals even when their partners have different priorities?
November 09, 2017
Attracting Female Advisors to Your FirmGiven the aging advisor pool and womens increasing share of national wealth, its a great time to start hiring and developing more female advisors.
November 08, 2017
Marketing to Mass Affluent WomenSingle or married, women are looking for advisors who will address their concerns and help them plan for their futures not their partners.