Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Honing in on what clients want
By Danielle AndrusThere is a common belief that the most important things to your clients are performance and affinity, writes Thomas F. Rieman in "Bridging the Value...
December 11, 2008
Boomers have specific expectations for new homesBoomers say it would be ideal to stay in their current home forever, but most are facing the reality that they will need to move...
December 09, 2008
Fidelity Rolls Out WealthCentral Integrated ProgramFidelity Institutional Wealth Services said December 9 that 25 of its affiliated RIAs are using its WealthCentral platform.
December 04, 2008
Make your web site work for youIf your physical appearance is important in a client meeting, why should your virtual appearance on the Web be any different? Unless you have the...
December 03, 2008
Retailers failing to attract boomer womenRetailers are having a hard time reeling in boomer women during the economic slump as most women are spending not on themselves, but on their...
December 01, 2008
Getting women involved in LTC decisionsQ: When working with prospects to sell them long term care insurance, I know that often women are the decision makers. What advice can you provide to take the female perspective into account? A: LTC is an issue of particular importance for
December 01, 2008
Margaret Chow StarnerCareer Began: 1981 Home Base: Coral Gables, Fla. Civic Affiliations: John T. McDonald Foundation and Teach for America. --- In the 1970s, Margaret Chow Starner did something almost unthinkable...
November 30, 2008
Getting women involved in LTC decisionsQ: When working with prospects to sell them long term care insurance, I know that often women are the decision makers. What advice can you provide to take the female perspective into account? A: LTC is an issue of particular importance for