Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Name Game
By Staff WriterOne quibble I have had with the Moss Adams Studies is their practice of allowing each firm answering its survey to self-report the categories of...
June 18, 2008
Don't Sell Yourself ShortToo often women in the financial services industry are reluctant to promote themselves and their business because centuries of socialization have taught us to be...
June 01, 2008
How to get your part of the largest wealth transfer in historyBoomers have money and still want to change the world. This simple "A" plus "B" equation means the "C" is a potential revenue source for...
June 01, 2008
The Cost IssueWhen you're talking to a prospective client who is balking at the cost of your services, it's probably because they don't perceive enough value. I'm...
June 01, 2008
What Will (and Will Not) Change?As I started preparing for this column, two troubling sets of thoughts -- and one troubling song -- came to mind. First, I thought, "When the...
May 28, 2008
Clients demand wealth management servicesA survey of financial professionals by NorthStar Systems found that over 88 percent of respondents agree or strongly agree that "a strong wealth management platform...
May 28, 2008
Targeting client prioritiesCandace Bahr and Ginita Wall have some suggestions for working with female clients in their book, "It's More Than Money - It's Your Life!" The...
May 05, 2008
Elisabeth CullingtonElisabeth Cullington, along with four members of her team, joins HoyleCohen as a wealth management advisor, targeting high-net-worth women and couples. Prior to joining HoyleCohen, Cullington was principal and co-founder of Cullington Hill Adv