Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
The 50 Top Women in Wealth for 2011
By James J. GreenThe spectrum of expertise exhibited by this year’s honorees shows that women can be successful in every sphere of wealth management.
June 22, 2011
Advisors’ Missed Opportunities With a Key Client Group: WomenA gender gap in financial knowledge signals opportunities for advisors with a group whose control of wealth is growing. The issue explained; strategies suggested.
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.