Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Reaching Boomer Women--First Through The Heart
By Warren S. HerschIf you want to have a successful practice serving affluent boomer women, then you have to educate first through the heart. This was a key ...
October 29, 2008
History LessonsIt has been nearly 80 years since Franklin Roosevelt won his first of four presidential elections, launching his wife, Eleanor, onto the national political stage.
October 01, 2008
A Bridge of UnderstandingMitch Anthony, an industry leader in relationship skills, has long noted the transformation of the industry from being product-oriented to client-oriented. In his new book,...
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.