Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
4 Tips for Effective Client Communication
By John SullivanKeith Johnson has zeroed in on four areas to attract and retain more business.
July 29, 2013
Let’s Make a Deal: Insights From Mark Hurley’s Latest, and GreatestAs the baby boom generation of owner-advisors shifts into high gear about selling their firms, theyll be well-advised to study Hurleys analysis of what has worked, what hasnt and why.
July 29, 2013
Getting Referrals Your Own WayTo be effective in seeking referrals, advisors are trying a personal, customized approach.
July 26, 2013
Recreational Vehicles: Fast, Furious—and DangerousThe danger is not just to a HNW familys teenage ATV or Jet Ski drivers; make sure those families have proper and sufficient liability insurance.
July 15, 2013
Can an algorithm replace stock analysts?Wall Street already relies on computers to trade millions of dollars of securities on their own.
July 15, 2013
Majority of women are primary breadwinnersThe "woman of influence" is more likely to feel financially secure and more likely to feel confident in her ability to spend.
July 15, 2013
Majority of women are primary breadwinnersThe "woman of influence" is more likely to feel financially secure and more likely to feel confident in her ability to spend.
July 12, 2013
Envestnet Takes Aim at Big DataSomewhere in all that data are the answers to the questions retirement plan advisors and their clients ask routinely.