Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
How to sell to women…and men (Part 1)
By Kerry JohnsonAre gender differences between your prospects and clients really important? Only if you want to increase your income.
October 26, 2011
Raymond James Hosts Women’s Conference, Shares Growth Plans(St. Petersburg, Fla.) Raymond James executives discussed a new training program, series of womens conferences and other steps to keep the company on a controlled growth path during the firms annual Womens Symposium held in St. Petersburg, Fla., in late September. Most of our effort is put on...
October 26, 2011
Advisors Fail Affluent Women, Spectrem Group SaysAffluent women want more advice before they invest. Spectrem's Wolper suggests advisors spend more time with women and focus on planning rather than returns.
October 25, 2011
Wealthcare Welcomes Len Reinhart to BoardWealthcare Capital Management announced Tuesday that Len Reinhart, the former president and founder of the Lockwood family of companies, will join the firms board of directors.
October 24, 2011
Women Entering Executive Suites, Board Rooms at Halting PaceWomen and companies must step up their commitment to change, according to the 11th annual Women on Boards report, released by Philadelphia-based The Forum of Executive Women.
October 20, 2011
Which City Is No. 1 in Ultra-Rich Individuals? New York, of CourseNew York is home to 6% of the population of the U.S., but counts 13% of ultra-high-net-worth individuals among its residents, according to research by Wealth-X, a global wealth intelligence, due diligence and prospecting firm.