Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
It Seems Like We Touched A Nerve
By Staff WriterI am writing regarding your recent misguided November 2007 editorial entitled "Rainbow Advisors." While I applaud and support the idea that planning cannot be a...
November 18, 2007
Boomer Women Discuss LTC With Parents, But Many Still Don't PlanA new AARP study finds 69% of boomer women have talked with their parents about how the parents would live independently as they get older. ...
November 12, 2007
Two Big California RIA Firms to MergeTypifying a growing trend in the independent advisory industry, two big California wealth management firms--Kochis Fitz of San Francisco and Quintile Wealth Management of Los Angeles--said Nov. 12 that they will merge their two firms into a new entity, effective January 1, 2008.
November 05, 2007
Costs of caregiving9%: Percentage of employed caregivers who leave the workforce as a result of their caregiving responsibilities; 3% took early retirement and 6% left the workforce entirely. $2,110: Average cost to employers per employee for all full-time e
October 01, 2007
Seminars: Why they work and how to use themMany advisors offer workshops and seminars for their prospects and clients. We all know that seminars are tools to educate and inform people about a subject. But have you considered seminars specifically for women? Women want to understand how to
September 30, 2007
Seminars: Why they work and how to use themMany advisors offer workshops and seminars for their prospects and clients. We all know that seminars are tools to educate and inform people about a subject. But have you considered seminars specifically for women? Women want to understand how to
September 11, 2007
Guardian Presents Eighth Annual Girls Going Places Entrepreneurship Award Program and Schedule of ConferencesThe Guardian Life Insurance Company of America (Guardian), New York, N.Y., has announced the launch of the 2008 Girls Going Places Entrepreneurship Award Program that recognizes and rewards teen-aged girls who demonstrate exceptional
September 01, 2007
Young Rebel With a CauseAmong the younger generation of planners, Aaron Coates of Compass Wealth Advisors in Elkhart, Indiana, is a visionary. He embraces the revolutionary approach of letting...