Women In Wealth Management

Hello ladies! Been on a weight loss journey and still figuring out things that work for me and don't. What would you say is the ONE thing that really straightened things out for you? I thought thi… more

Assuming some of us in this bowl are also moms, I thought it'd be nice to share this here. What else would you do to give your kids a financial head start?

This was kind of an eye-opener for me as well! And I agree that gold is probably a very overlooked commodity. How about the rest of you? Do you dabble you feet in the gold pool at all?

Oh wow, this is great! Are any folks here who deal with UHNWIs/HNWWIs compelled by Bobo Fintech's approach?

I thought this read was very insightful in how AI can help with enhancing personalization, streamlining operations, and improving financial advice accessibility. In what ways are you using AI to make… more

This is a pretty old video but I'm just realising that it's so women-centric, I'm amazed by it!! Has anyone here worked for Goldman Sachs? How hard is it to break in?

What is the best and worst financial advice you've ever received? I like both his answers! :)

This woman is so classy and knowledgeable, I look up to her so much! Do your clients prefer to separate their wealth and asset management or do you/your company deal with both at once? What would peop… more

Love reading success stories like this. This firm made the right kinds of transactions and grew into the best domestic debt capital market (DCM) house in India. Share in the comments other stories lik… more

Are any of you directing your clients to buy real estate this year? It seems like, although the interest rates haven't budged, the prices are falling. Would love to hear everyone's approach to… more

“Clients might consider negotiating for a more value-based fee structure,”. Feels like AI might be putting all of us and our clients in situations we're not used to! Does anyone want to share their th… more

I cannot believe this article existed 6 years ago!! Do you all think it's still relevant to today's AI scenario?

What according to you is the importance of a fiduciary-first approach in managing private markets? There's a brilliant podcast in this link about the topic!

Very interesting survey on women and how they deal with money. The article says 'fewer than 1 in 4 women talk with their friends about money' and it's time to change that.

Amazing podcast! If anyone wants to hear a discussion about the current trends of M&A in the RIA space, this is for you! What do you think about going RIA??