Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
How to Target Affluent Clients Online
By Danielle AndrusMass-market and mass-affluent investors are similarly inclined to use digital investment tools, but have different desires about how and when to interact with wealth managers online.
August 11, 2016
Wells Fargo Taps New Head of Advisor GroupDavid Kowach replaces Mary Mack, who is now in charge of the company's retail banking business.
August 04, 2016
5 steps for closing the gender gap in salesIts not that women are avoiding a career in financial services, its that women are not sold on a career in sales.
August 04, 2016
5 steps for closing the gender gap in salesIts not that women are avoiding a career in financial services, its that women are not sold on a career in sales.
August 02, 2016
Diversity equals profitabilityA recent report by the IICF shows that 86 percent of insurance professionals believe that the industry is making strides toward gender diversity.
August 02, 2016
Diversity equals profitabilityA recent report by the IICF shows that 86 percent of insurance professionals believe that the industry is making strides toward gender diversity.
July 27, 2016
Women advisors and the desire to giveAs women advisors, we have a gift to share with our clients: the gift of understanding and caring.
July 26, 2016
How a Wealth Tax Could Reward Savvy Entrepreneurs and Wise InvestorsSeveral economists argue that a wealth tax could redistribute wealth from the idle rich to the Musks and Buffetts who create wealth, Noah Smith writes.