I was recently quoted in the Wall Street Journal/Dow Jones Newswire on the best approach for reaching women in the wealth management field.  Michaela Cavallaro did a great job, with few words, putting the topic into perspective – especially for these cautious times. Here’s the gist of my view:… Read on >

It has now been officially documented (at least for Canadian women): “Women with a partner are less likely to delegate long-term-wealth-management decisions than before.” This comes from a study by Mirabaud Canada (a wealth-management firm) that was mentioned by writer Sarah Dougherty for The (Montreal) … Read on >