Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Managers say Obama administration will impact client finances
By Staff WriterBank wealth managers say they will be forced to adjust their strategies when Sen. Barack Obama takes office next year -- half of them believe...
October 01, 2008
Little Things Mean a LotJim Oxley and his team of three partners wrestled with issues similar to those Ross Gott faced in New London, New Hampshire. Eighteen months ago,...
September 01, 2008
Know their worriesWomen are a great market for financial advisors. Half the population lacks a Y chromosome and women outlive men statistically, so they need financial advice. A recent Hartford Financial Services Group survey uncovered the top three concerns women
August 31, 2008
Know their worriesWomen are a great market for financial advisors. Half the population lacks a Y chromosome and women outlive men statistically, so they need financial advice. A recent Hartford Financial Services Group survey uncovered the top three concerns women
August 22, 2008
Diahann W. LassusDiahann W. Lassus, CFP(R), CPA/PFS has joined the National Association of Personal Financial Advisors as leader for the 2008-09 National Board. She is the co-founder of New Providence, N.J.-based wealth management firm Lassus Wherley.
July 30, 2008
Warren Buffett's hypocrisyTruth be told, Warren Buffett's politics and policies scare the crap out of me. Every one of his public pronouncements about what we should do...
July 28, 2008
$41 trillion wealth transfer not enoughThe 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,...