Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Know their worries
By staff WriterWomen 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
July 30, 2008
Warren Buffett's hypocrisyTruth be told, Warren Buffett's politics and policies scare the crap out of me. Every one of his public pronouncements about what we should do...
July 28, 2008
$41 trillion wealth transfer not enoughThe looming $41 trillion wealth transfer is often cited as a windfall for boomers and heirs. Not so, writes Kathleen Connell of ABC News. Wake up,...
June 18, 2008
Don't Sell Yourself ShortToo often women in the financial services industry are reluctant to promote themselves and their business because centuries of socialization have taught us to be...
June 01, 2008
How to get your part of the largest wealth transfer in historyBoomers have money and still want to change the world. This simple "A" plus "B" equation means the "C" is a potential revenue source for...
June 01, 2008
The Cost IssueWhen you're talking to a prospective client who is balking at the cost of your services, it's probably because they don't perceive enough value. I'm...
June 01, 2008
What Will (and Will Not) Change?As I started preparing for this column, two troubling sets of thoughts -- and one troubling song -- came to mind. First, I thought, "When the...
May 28, 2008
Clients demand wealth management servicesA survey of financial professionals by NorthStar Systems found that over 88 percent of respondents agree or strongly agree that "a strong wealth management platform...