Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
5 things to know about your female clients
By Daniel WilliamsDo female clients sometimes leave you nonplussed? Perhaps youre missing the emotional underpinnings of their relationship to money.
August 21, 2014
Kickstarter: The Rosie the Riveter of Investing?Two recent studies report women have higher rates of success than men in funding their projects through crowdfunding sites like Kickstarter and Indiegogo.
August 20, 2014
Ultra-Wealthy Clients Choosing Boutiques Over Big Firms: StudyMilton Pedraza, CEO of Luxury Institute, says successful wealth managers are relationship builders first, money managers second.
August 19, 2014
President-Elect Sandy Says FPA's Diversity Is Its StrengthA 25-year advisory industry veteran, Pamela Sandy takes office in 2015, says advocacy in Washington will remain a top priority for the Financial Planning Association.
August 15, 2014
How to market to the ever-growing female clienteleRebecca True, a financial advisor who specializes in working with women, shared some of her insights into this market at the 2014 Advisor Network Summit.
August 04, 2014
Wealth Firms Adding Indie, Wirehouse RepsA number of successful advisors are switching channels and broker-dealers at a quick pace in midsummer.
July 31, 2014
Sontag Joins Board of Focus Financial; Bruton In as Lucia Capital CEOThese growing firms aim to add more advisors and business from the wirehouses, as well as from independent firms.
July 28, 2014
Irrational UnderconfidenceKatty Kay, one of the two authors of The Confidence Code, told us she had always felt that others were slightly smarter than she was.