Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Rules of engagement for referrals
By Margie BarrieQ. I know that developing referrals and centers of influence are among the best ways to generate quality leads. Do you have some suggestions for effective ways to accomplish that? A. Generating quality leads is a crucial part of the LTCI sales
August 01, 2006
Out of Touch?How well do you know your affluent clients? If you've been in business a long time, you probably believe that you have a pretty good...
August 01, 2006
Global ValuesRecently, I went to my 25th reunion at the Johns Hopkins School of Advanced International Studies. Originally set up as a master's program for international...
July 13, 2006
GAO: Insurers Lead In White Female ManagersWomen and minorities held about 53% of management-level jobs at U.S. financial services companies in 2004, up from 48% in 1993.Researchers at the U.S. Government ...
July 13, 2006
GAO: Insurers Lead In White Female ManagersWomen and minorities held about 53% of management-level jobs at U.S. financial services companies in 2004, up from 48% in 1993.Researchers at the U.S. Government ...
July 01, 2006
Pareto PrincipleIts deal with Cadaret, Grant to customize its existing CRM software was the first of its kind for the nearly six-year-old firm Pareto Systems, says...
July 01, 2006
Getting It All DoneF. Scott Fitzgerald was certainly onto something when he said, "The rich are different from you and me." The difference is a bit more complicated,...
June 21, 2006
Global High-Net Worth Population Hits 8.7 MillionThe number of individuals world-wide with net financial assets, excluding their primary residence and consumables, of more than $1 million increased 6.5% in 2005, according to the 10th Anniversary Edition of the World Wealth Report from Merrill Lynch and Capgemini.