Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Like Mother, Like Daughter
By Olivia MellanOne of my mother's favorite jokes involved a late-night TV program whose host was interviewing a famous star. When this star mentioned hating her mother,...
November 01, 2006
Advisors: Natural FacilitatorsLast month we addressed how MainStay Investments' 2006 edition of the Across Generations research identified, among mass affluent investors, the communications disconnect between generations when...
November 01, 2006
Women, Money and PowerResearch: Do successful women still fear becoming bag ladies? Zesbaugh: I go right back to the survey on this one. Our data specifically indicated that 50...
October 31, 2006
This is Not Your Father's BusinessDespite the stereotypes that still cling to the financial-services industry, the fact is that the personalities and skill-sets that once defined stockbrokers as aggressive salesmen working the phones and pushing product through the old boys' network are becoming obsolete.
October 11, 2006
Dow Jones Service Combines CRM and NewsDow Jones & Company has launched Dow Jones Wealth Manager Web Services, a service that provides advisors with a continuous flow of customized client communication by matching stories, articles, and features from national newspapers, like the Wall Street Journal and more than 50 industry and trade publications, to individual, client-specific...
October 01, 2006
It's all about the messageBut too often, companies focus on the look of a piece, neglecting that all-important message. I am amazed at the effort companies put into the aesthetics of a brochure or Web site and then completely overlook the message. I talked to Janalee Card
October 01, 2006
The Sweet SpotIf you've ever played baseball, tennis or another racquet sport, you've no doubt felt the "sweet spot" -- that part of the bat or racquet...
September 30, 2006
It's all about the messageBut too often, companies focus on the look of a piece, neglecting that all-important message. I am amazed at the effort companies put into the aesthetics of a brochure or Web site and then completely overlook the message. I talked to Janalee Card