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Robo-Advisor Startups Are Now Going After Wealthy Clientele

By Julie Verhage - Robo-advisors were built on the promise of offering wealth management expertise to the masses. Now those startups are turning their...

The Great “Where are the Women in Fintech?” Debate Continues

Uh oh! Here comes that pesky diversity stuff again. Once again, here is an article wondering where are the female entrepreneurs and founders. We...

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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