Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Marketing to Mass Affluent Women
By David LaMartinaSingle or married, women are looking for advisors who will address their concerns and help them plan for their futures not their partners.
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.
October 10, 2017
Krawcheck’s Ellevest Expands Into Financial Planning (and They’re Hiring)CEO Sallie Krawcheck tells ThinkAdvisor about Ellevests expansion plans, what it offers women that other robos don't and why it doesn't ask about risk tolerance.
October 05, 2017
How to Attract More Female Advisors and ClientsThis challenge should be top of mind for financial advisory firms, according to some panels at this week's FPA annual conference.