Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
20 women in insurance you need to know
By Corey Dahl, Vanessa De La Rosa, Emily Holbrook, Nichole Morford, Maria WoodThese 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
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.
September 25, 2013
The Key to Attracting More Female ClientsDrop these lame stereotypes that drive women away, says RegentAtlantics Jane Newton.
September 24, 2013
More Women Step Up as Family CFO, but Gap RemainsWomen are increasingly engaged in family finances, but many still routinely defer to their partners on important financial decisions, Fidelity found.
September 19, 2013
Women’s Investment Confidence Lags Their Increasing AffluenceForty-one percent of affluent women in a Wells Fargo survey said they were "not at all" confident in their investing ability.