Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
12 Cool, Affordable Gifts for Financial Advisors
By Ed SilversteinLooking for a gift for an advisor, or want to spend a little money on a client? Here are some holiday gift ideas from ThinkAdvisor.
November 09, 2017
Attracting Female Advisors to Your FirmGiven the aging advisor pool and womens increasing share of national wealth, its a great time to start hiring and developing more female advisors.
November 08, 2017
Marketing to Mass Affluent WomenSingle or married, women are looking for advisors who will address their concerns and help them plan for their futures not their partners.
October 30, 2017
Why Words Matter to ClientsOur research found that certain common words and phrases are turn-offs to the HNW individuals that advisors are trying to attract.
October 26, 2017
4 Facts About the World’s BillionairesBillionaire wealth as well as the number of billionaires grew in 2016, according to UBS and PwC.
October 19, 2017
Get Clients to Break Their ‘Money Silence’ or Lose ThemKathleen Burns Kingsbury tells ThinkAdvisor about how advisors can significantly boost clients' financial literacy and stop the next generation from firing them.
October 17, 2017
Women Invest Like Men but With a Key Difference, Study FindsCapital Groups survey of women shows confidence in their investment decisions but not necessarily the power to execute.
October 16, 2017
5 Raymond James Women Who Are ‘Kicking Butt and Taking Names’"These women were recognizing are leaders not only in their profession but in their communities as well," Michelle Lynch says.