Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Surprise Findings on Gender, Religion in Philanthropy
By Michael S. FischerWomen Give 2014 study finds greater generosity among non-religiously affiliated younger women.
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.
March 06, 2015
These are the 12 top U.S. metro areas for high-net-worth prospectsWhere can you expect to find the most high-net-worth prospects? In 2015, all over the U.S. map.
February 26, 2015
The secret to successfully working from homeMyopic goal setting is one of the biggest challenges advisors face, says David L. Spinner.