Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Rules of the Road
By Staff WriterFinancial planners can have significant impact on their female clients while building long-term relationships. Knowing your clients well and applying a few simple strategies can...
September 01, 2005
Gender MattersA reporter asked me some years ago if men's greater willingness to bungee-jump and take other big risks might be due to some fundamental difference...
August 16, 2005
Pru Develops Financial Guide For WomenPrudential Financial Inc. has added a Women & Finance section to its consumer Web site.[@@]The section designers have aimed subsections at women in a ...
August 01, 2005
School Sets Up Financial Blog With Comments FeatureThe American College has activated The Wealth Channel, a blog that gives visitors a chance to ask questions and post comments about financial services ...
August 01, 2005
Serving Mid-Tier MillionairesThere's a growing segment of the wealthy that is ripe for the picking. This group is classified as the "mid-tier millionaires" because they have from...
July 01, 2005
Explaining the Wealth of Wealth ManagementIt's common wisdom that once a wealth management shop reaches a certain size, things start to click. Phones start ringing, more referrals are generated, profits increase, and a genuine buzz about the firm begins.
June 24, 2005
The March of Wealth ContinuesMerrill Lynch/Capgemini report finds continued increase in world wealth
May 25, 2005
MassMutual chartSource: Women in Family-Owned Businesses, 2003.Center for Women's Leadership, BabsonCollege/MassMutual Financial Group.ource: Women in Family-Owned Businesses, 2003.Center for Women's Leadership, BabsonCollege/MassMutual Financial Group. ...