Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Are You Stereotyping Your Clients by Gender?
By Savita Iyer-AhrestaniGender-based behavioral finance studies are of limited utility when it comes to understanding clients, Michael Liersch of Merrill says.
December 23, 2013
Baird Adds to Training, Women’s ProgramsTo boost the size of its advisor force and its business, Baird is expanding training programs and encouraging client associates, especially women, to become…
December 23, 2013
Hidden Treasure: Aligning HNW Clients' Insurance NeedsOne of the ways the high-net-worth choose to spend their money is on artwork. However, the value of individual pieces and whole collections can fluctuate wildly.
December 18, 2013
Men Dominate Couples’ Advisor RelationshipsMen may be limiting their partners financial success without realizing it, a study released Tuesday by Fidelity found.
December 16, 2013
5 predictions for the LTC insurance industry in 2014Are better tax breaks on the horizon? Will cost-sharing take center stage? Find out whether 2014 will be sweet or sour for LTCI sales.
December 16, 2013
5 predictions for the LTC insurance industry in 2014Are better tax breaks on the horizon? Will cost-sharing take center stage? Find out whether 2014 will be sweet or sour for LTCI sales.
December 06, 2013
Convergent Nabs Goldman Advisor; Aims to Double Its AssetsBoutique firms newest executive, Charles Winn, plans to help the group add clients and partners nationwide from a variety of backgrounds.
December 04, 2013
New Hire Roundup: Sonnenberg Joins Glassman Wealth ServicesAlso this week in personnel announcements and new hires, Tony Leonard joined OneAmerica.