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Roboadvisors

The Shakeout of the Roboadvisor Movement

Roboadvisors, the vice (and future) of the wealth management industry.  Whether you love them, hate them or are somewhere in the middle, the robo-advisement...
Wealth Management

Wealth Management Sector Turning More Toward Targeting Female Clients

It turns out that if you're a female investor, you're very "on trend" right now.  SO relieved to hear that.  At least when it...
Women in Fintech

Where are the Women in Fintech?

We just published a story yesterday about Sallie Krawcheck and her robo-advisor for women - Ellevest, and then today we saw another piece questioning where...
Sallie Krawcheck

Do Women Require Different Wealth Management Marketing? Sallie Krawcheck Says Yes.

Ya know, I'm of the "woman" persuasion and I really struggle with products that are set up to differentiate the same thing with a...

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