Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Changing the Conversation
By James J. GreenPresenting in late March the findings of a Pershing study on the opportunities presented by women clients, Kim Dellarocca suggested that its time to change the conversation about women and advisors.
April 03, 2012
Women Investors’ 4 Key Stages Are Focus of LPL Marketing PlatformPractice management and marketing tools revolve around life stages where advisors are often a resource, says Marissa Fox-Foley of LPL, and represent an incredible opportunity.
April 01, 2012
Bucking the Female StereotypeThe perception that women take a generally take a less proactive role than men do in managing personal finances and planning needs, a view widely held among financial professionals, is not universally shared.
March 31, 2012
Bucking the Female StereotypeThe perception that women take a generally take a less proactive role than men do in managing personal finances and planning needs, a view widely held among financial professionals, is not universally shared.
March 27, 2012
Warning to Advisors: Ignore Women’s Market at Your PerilPershing director Kim Dellarocca notes that not only do women represent a crucial client opportunity because of their control of wealth, but also because of their expressed dissatisfaction with their current advisors.
March 26, 2012
Complexity TheoristFor years, atmospheric sciences professor Tim Garrett has been intensely curious as many are about what actually drives financial wealth.
March 26, 2012
Industry CrossroadsThe American oil and natural gas industry finds itself once again at a dramatic political crossroads in 2012.
March 26, 2012
How to Be a Values Wealth Manager for Your Women ClientsTo demonstrate your value to your female clients, you should have an ongoing conversation on your clients' values, reflecting them in your investing and approach and multigenerational planning.