Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Don't Sell Yourself Short
By Staff WriterToo often women in the financial services industry are reluctant to promote themselves and their business because centuries of socialization have taught us to be...
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
April 12, 2008
Get facts about women owned businessesThe number of businesses owned by women in this country continues to grow: 10.4 million at last count. And as those women begin thinking about selling their business and retiring, financial advisors are going to become more important to them. The