Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
How to sell to affluent seniors (part 2)
By Kerry JohnsonHow do you hunt for big game? Forget your hard-sell, "29-different-techniques-to-a-close" routine. Elite income earners ask lots of questions. They also are not as self-consumed as the characters on "Dynasty" and
February 01, 2009
A Model for SuccessThree principals of CEG Worldwide, John J. Bowen Jr., Patricia J. Abram and Jonathan Powell, present the key strategies top advisors rely on to succeed...
January 19, 2009
More seniors will work in 201684.3%: Projected increase in workers 75 or older between 2006 and 2016. 83.4%: Projected increase in workers between 65 and 74 by 2016. 8.5%: Total projected increase in labor force between 2006 and 2016. 6.1%: Expected percentag
January 08, 2009
UMAs: More than $300 billion by 2013A new report by research and advisory firm Celent shows approximately $327 billion in client household assets will be managed through unified managed accounts by...
January 01, 2009
Get ready to soar -- againAccording to classic mythology, the phoenix was a bird with beautiful gold and red tail feathers. Near the end of its 600- to 800-year lifespan, it built a nest of cinnamon twigs. Then it set the twigs on fire, reducing itself and its nest to ashes.
January 01, 2009
Honing in on what clients wantThere 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 31, 2008
Get ready to soar -- againAccording to classic mythology, the phoenix was a bird with beautiful gold and red tail feathers. Near the end of its 600- to 800-year lifespan, it built a nest of cinnamon twigs. Then it set the twigs on fire, reducing itself and its nest to ashes.
December 11, 2008
Wealth management recruitment rises despite record layoffs elsewhereWealth management is one area of the financial services industry that is seeing more recruiting than layoffs. In fact, according to Dow Jones Newswires, "Companies...