Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
It's all about the message
By Stephanie UrsiniBut too often, companies focus on the look of a piece, neglecting that all-important message. I am amazed at the effort companies put into the aesthetics of a brochure or Web site and then completely overlook the message. I talked to Janalee Card
August 21, 2006
Mich. Blues Offer Teeth Cleaning To Moms-To-BeBlue Cross Blue Shield of Michigan is presenting free coupons for dental cleaning to expectant mothers under a new program linking healthy babies to maternal ...
August 01, 2006
Out of Touch?How well do you know your affluent clients? If you've been in business a long time, you probably believe that you have a pretty good...
August 01, 2006
Global ValuesRecently, I went to my 25th reunion at the Johns Hopkins School of Advanced International Studies. Originally set up as a master's program for international...
July 13, 2006
GAO: Insurers Lead In White Female ManagersWomen and minorities held about 53% of management-level jobs at U.S. financial services companies in 2004, up from 48% in 1993.Researchers at the U.S. Government ...
July 13, 2006
GAO: Insurers Lead In White Female ManagersWomen and minorities held about 53% of management-level jobs at U.S. financial services companies in 2004, up from 48% in 1993.Researchers at the U.S. Government ...
July 01, 2006
Pareto PrincipleIts deal with Cadaret, Grant to customize its existing CRM software was the first of its kind for the nearly six-year-old firm Pareto Systems, says...
July 01, 2006
Getting It All DoneF. Scott Fitzgerald was certainly onto something when he said, "The rich are different from you and me." The difference is a bit more complicated,...