Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Take an "emotional" interest in your clients
By Van MuellerMost of the wealth of this country is concentrated with our seniors.
April 01, 2009
Numerology: Whither the Wealth?In a speech March 10 to the Japan Society in New York, the chairman and CEO of the private equity firm Blackstone Group, Stephen Schwarzman,...
March 01, 2009
How to sell to affluent seniors (part 2)How do you hunt for big game? Forget your hard-sell, "29-different-techniques-to-a-close" routine. Elite income earners ask lots of questions. They also are not as self-consumed as the characters on "Dynasty" and
February 28, 2009
How to sell to affluent seniors (part 2)How do you hunt for big game? Forget your hard-sell, "29-different-techniques-to-a-close" routine. Elite income earners ask lots of questions. They also are not as self-consumed as the characters on "Dynasty" and
February 27, 2009
Housing collapse leaves boomers little or no equity in homeIf they were selling their home today, 30 percent of boomers would have to bring money to their closing to cover mortgage and transaction costs. "As...
February 01, 2009
A Model for SuccessThree principals of CEG Worldwide, John J. Bowen Jr., Patricia J. Abram and Jonathan Powell, present the key strategies top advisors rely on to succeed...
January 19, 2009
More seniors will work in 201684.3%: Projected increase in workers 75 or older between 2006 and 2016. 83.4%: Projected increase in workers between 65 and 74 by 2016. 8.5%: Total projected increase in labor force between 2006 and 2016. 6.1%: Expected percentag