Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
On women, money and power
By Daniel WilliamsSix out of 10 women are the primary bread-earner in their families but the financial services industry still isn't meeting their needs.
October 01, 2013
The feminine touchThis demographic is increasing taking control of their finances. But working with women requires a different selling style.
September 30, 2013
Where Are All the Women?Advisors who struggle to serve female clients should look to their own firm for why.
September 30, 2013
Don’t You Worry Your Pretty Little HeadI watch Mad Men as much for the anthropological intrigue as I do the storyline. The treatment of women in the workplace, of course, seems offensively quaint. Fast-forward 50 years and theyre exacting their (well-deserved) revenge.
September 30, 2013
Room to Grow: How Advisors’ Approach to Women Might Hurt Their BusinessSince 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 30, 2013
Women’s Work: Women’s Role in the IndustryThe future of the financial services industry, as it seeks to better itself in an ever-changing regulatory landscape, could hinge on a resource that is already present but largely ignored: women.
September 30, 2013
Remembering Lucretia Mott: Where Women in Financial Services Stand NowWhile women in America continue to be underestimated and underappreciated, those in the workplaceespecially in financial servicesare now in the unique position of calling the shots.
September 30, 2013
Insurance Issues Not So Simple for WomenYour female clients pay as much as 30% more for disability insurance than your male clients, and gender-specific pricing is nearly here for LTC coverage.