Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Boomer Women Discuss LTC With Parents, But Many Still Don't Plan
By Trevor ThomasA new AARP study finds 69% of boomer women have talked with their parents about how the parents would live independently as they get older. ...
October 01, 2007
Seminars: Why they work and how to use themMany advisors offer workshops and seminars for their prospects and clients. We all know that seminars are tools to educate and inform people about a subject. But have you considered seminars specifically for women? Women want to understand how to
September 30, 2007
Seminars: Why they work and how to use themMany advisors offer workshops and seminars for their prospects and clients. We all know that seminars are tools to educate and inform people about a subject. But have you considered seminars specifically for women? Women want to understand how to
September 11, 2007
Guardian Presents Eighth Annual Girls Going Places Entrepreneurship Award Program and Schedule of ConferencesThe Guardian Life Insurance Company of America (Guardian), New York, N.Y., has announced the launch of the 2008 Girls Going Places Entrepreneurship Award Program that recognizes and rewards teen-aged girls who demonstrate exceptional
September 01, 2007
Young Rebel With a CauseAmong the younger generation of planners, Aaron Coates of Compass Wealth Advisors in Elkhart, Indiana, is a visionary. He embraces the revolutionary approach of letting...
September 01, 2007
The Perils of Ignoring Gen YShould advisors be going after Generation Y--today's twenty-somethings? A new global study by KPMG says these young folks, who are the next generation of wealth...
August 29, 2007
Female Company Owners Favor Lenders For Investment HelpA study finds 67% of women business owners choose financial products and services based on their experience with a lender.The study, Key Facts about Women-Owned ...
August 01, 2007
It's selling to women that matters"Unless you try to do something beyond what you have already mastered, you will never grow." - Ronald E. Osborn For some of us, selling in the female market is an area of growth that we have not consistently tried to master. The