Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Barclays Wealth Adds 6 FAs from Merrill, Morgan Stanley & Goldman
By Janet LevauxThe new advisors join Barclays Wealth with about $1.1 billion in assets and $26 million in trailing 12-month fees and commissions.
June 20, 2011
Big Gender Gap in Financial Knowledge, ConfidenceWomen still significantly lag behind men in their knowledge and confidence in virtually all areas of finance, even though the gap has narrowed since 2010, according to a report released June 15 by Financial Finesse.
June 18, 2011
Advisors: Fall marketing starts todayThe summer slowdown provides an excellent opportunity to focus more energy on marketing and to plan for the fall when "life returns to normal." Here are three things to work on this summer to prepare for September and the 4th quarter.
June 17, 2011
BofA’s Krawcheck Tells Women: No Risk, No Reward in InvestingFinal part of Merrill webinar series points to ways that women can bolster retirement income.
June 16, 2011
Women Lag in Financial Knowledge and Confidence Gender Gap: StudyWomen still significantly lag behind men in their knowledge and confidence in virtually all areas of finance, even though the gap has narrowed since 2010, according to a report released Wednesday by Financial Finesse.
June 07, 2011
Selling to women, part 2: It's not an 'Oprah' episodeWhen it comes to selling financial products to women, it's all about building a relationship and getting to know what's important to your potential customer.
June 07, 2011
Selling to women, part 2: It's not an 'Oprah' episodeWhen it comes to selling financial products to women, it's all about building a relationship and getting to know what's important to your potential customer.
June 04, 2011
Marketing and Selling to Women Clients and Their FamiliesYou'll leave this session not just with a theoretical understanding of how women think, but with a game plan to gain their and their family's business--business that most of your competitors are leaving on the table.