Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Survey: Many Women Work With Male Advisors
By Staff WriterAbout 80% of U.S. women who work with financial advisors have male advisors.Researchers at Securian Financial Group, a unit of Minnesota Mutual Life Insurance Company, ...
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
September 30, 2006
Rules of engagement for referralsQ. 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 22, 2006
Women Wealthier But Scared: AllianzIn spite of recent economic gains, women feel financially anxious and not ready to handle their wealth, according to the new study by Allianz Life ...