Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
How Women Can Take Your Annuity Sales to the Next Level
By Laura HahnResearch reports, such as those provided by LIMRA and others, have shown for years that women have a longer life expectancy than men, resulting in married women having a greater chance of outliving their spouses.
January 18, 2011
Tapping into the affluent women market, part 2In this article, I'm continuing on from last week's introduction to learning how to tap into the market of affluent women. A big part of being effective with women is to learn to understand them better. Let's take a minute and review personality profiles.
January 14, 2011
Wall Street's Top 10 Richest Executives Worth Average $210 Million EachAccording to a study released Thursday by Wealth-X, which collects and analyzes information on high-net-worth individuals, the top 10 executives on Wall Street average $210 million each in net worth, and are worth a combined $2.1 billion.
January 11, 2011
How to tap into the market of affluent womenWithin the last few months, I've heard dozens of stories about male financial advisors losing commissions, sales and business from affluent female clients -- some that were in the seven figures.
January 11, 2011
How to tap into the market of affluent womenWithin the last few months, I've heard dozens of stories about male financial advisors losing commissions, sales and business from affluent female clients -- some that were in the seven figures.
January 04, 2011
Mariner Wealth Advisors Acquires CBIZ Wealth ManagementCBIZ to be rebranded under the Mariner name within a year.
January 03, 2011
The Right Ways to Attract and Retain More Women AdvisorsNew efforts in the industry and government to bring more women into the advisory profession.
January 03, 2011
January Is Best Time to Talk to Clients: TD Ameritrade New Year’s SurveyStuart Rubinstein of TD Ameritrade noted that advisors should make talking to their clients their first New Year’s resolution.