Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
$41 trillion wealth transfer not enough
By John SullivanThe looming $41 trillion wealth transfer is often cited as a windfall for boomers and heirs. Not so, writes Kathleen Connell of ABC News. Wake up,...
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
April 19, 2008
McDonnell earns endowed chair in women and financial servicesLeading financial services educator, Bryn Mawr, Pa.-based The American College, and the State Farm Insurance Companies announced Feb. 21 the appointment of Eileen C. McDonnell as the first State Farm Chair in Women and Financial Services. As a
April 18, 2008
McDonnell earns endowed chair in women and financial servicesLeading financial services educator, Bryn Mawr, Pa.-based The American College, and the State Farm Insurance Companies announced Feb. 21 the appointment of Eileen C. McDonnell as the first State Farm Chair in Women and Financial Services. As a