Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Why Words Matter to Clients
By Fran O'BrienOur research found that certain common words and phrases are turn-offs to the HNW individuals that advisors are trying to attract.
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.
October 16, 2017
5 Facts About Female ClientsHere are five facts that can help advisors better serve their female clients.
October 12, 2017
Largest Women’s Symposium Ever, Yet Percentage of Women Hasn’t BudgedMichelle Lynch described the process of getting more women into the industry as organic and slow.
October 10, 2017
Krawcheck’s Ellevest Expands Into Financial Planning (and They’re Hiring)CEO Sallie Krawcheck tells ThinkAdvisor about Ellevests expansion plans, what it offers women that other robos don't and why it doesn't ask about risk tolerance.
October 05, 2017
How to Attract More Female Advisors and ClientsThis challenge should be top of mind for financial advisory firms, according to some panels at this week's FPA annual conference.
October 04, 2017
The 3 Best Ways Indie Firms Can Add Female AdvisorsThe industry knows it needs to diversify, and steps being highlighted at the Ladenburg Institute of Women & Finance Symposium can help.