Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
A critical niche for advisors: The female client
By Jack SingerSixty percent of the total personal wealth in the U.S. is currently controlled by women.
March 20, 2015
Working for the affluent: Gravy train or ethical train wreck?As you weigh how to balance a wealthy clients requests with your own values, consider these pointers.
March 18, 2015
Women: making contributions to history and personal financeOnly 20 percent of women are comfortable with their financial knowledge, contributing to a lack of planning.
March 18, 2015
Women: making contributions to history and personal financeOnly 20 percent of women are comfortable with their financial knowledge, contributing to a lack of planning.
March 11, 2015
Working with the affluent retiree marketIf your goal for 2015 is to add fewer, but wealthier retirement planning clients, you have to read these tips.
March 11, 2015
Working with the affluent retiree marketIf your goal for 2015 is to add fewer, but wealthier retirement planning clients, you have to read these tips.
March 10, 2015
These Are the 12 Top U.S. Metro Areas for HNW ProspectsWhere can you expect to find the most high-net-worth prospects? In 2015, all over the U.S. map.
March 07, 2015
How to hire the perfect sales repIn the market for a sales rep? Heres a neat trick to make the search easier and land the perfect candidate.