Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Room to Grow: How Advisors’ Approach to Women Might Hurt Their Business
By Savita Iyer-AhrestaniSince word got out on the street that women are the demographic du jour, financial advisory firms, large and small, have been making a dedicated and concertedaggressive, eveneffort to cultivate a female clientele.
September 27, 2013
20 women in insurance you need to knowThese dynamic women are redefining an industry that has always been run by men and theyre changing lives in the process.
September 27, 2013
20 women in insurance you need to knowThese dynamic women are redefining an industry that has always been run by men and theyre changing lives in the process.
September 26, 2013
They’ve come (almost) a long way…Women are gaining ground in the financial services sector, but remain under-represented.
September 26, 2013
They’ve come (almost) a long way…Women are gaining ground in the financial services sector, but remain under-represented.
September 26, 2013
How one woman fell in love with the insurance industryNancy Coutu got her start selling to senior corporate executives, but a twist of fate brought her to individual insurance sales and she's never looked back.
September 26, 2013
3 famously flubbed attempts to market to womenSelling to women? Heed these cautionary tales.
September 25, 2013
Vestorly Hopes Smarter Data Equals More ClientsClient acquisition is "a science, not a gamble," argues Vestorly CEO Justin Wisz.