Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Annuity marketing and the issue of gender
By Daniel WilliamsHow do advisors approach men and women clients differently when it comes to discussing financial matters?
September 30, 2012
Woman PowerAs my bare feet pad across the hardwood floor, it doesnt take a guru to figure out that Im not like the others. My teacher and the other 11 students are all women.
September 30, 2012
How do you feel about working with a female advisor?I wouldnt mind that at all. I think its far more important what a persons skills are than their gender.
September 30, 2012
Her Aim Is TrueRebecca True is among a new breed of women advisors who have added a powerful voice to a male-dominated industry. Though she markets her services mostly to women business owners and executives, all advisors can learn from her approach.
September 30, 2012
A Study in Diversity: What Women WantThere are fundamental differences between how men and women view retirement planning.
September 26, 2012
Why 6 female producers love their jobsIt's no surprise these six women love their jobs: They've helped build some of the best agencies in the business.
September 26, 2012
Why 6 female producers love their jobsIt's no surprise these six women love their jobs: They've helped build some of the best agencies in the business.
September 26, 2012
When goals collideFor many women, thoughts about income needs have to include Mom and Dad.