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❗ Exciting News in Wealth Management ❗ FSWM, a groundbreaking wealth management firm, has recently secured £250,000 in seed funding This up-and-coming firm is poised to disrupt the status quo 🌟 What sets FSWM apart? Their unwavering commitment to inclusivity. In an industry where women remain underrepresented, FSWM is determined to change the narrative. With only 15% of financial advisors being women, it’s time for a transformation 📈 Backed by lead investor Darren Carter from Peel Hunt Investment Bank, FSWM is more than a firm—it’s a movement. Let’s rally behind them as they pave the way for more women advisors and a more equitable industry #wealthmanagement #womeninfinancialservices #Reed

Did you know? Women are leading the charge in mutual fund investments! 💼 Recent data from AMFI reveals some exciting trends: 🚀 Women's share in mutual fund assets in B-30 cities has surged from 17% to a whopping 28%! 📊 Nearly 21% of mutual fund investors are now women, up from 15% in 2017. 🌟 Over 42,000 women MF distributors are making waves, managing assets worth Rs 1 lakh crore! This surge reflects a seismic shift in financial empowerment and literacy among women. Let's celebrate their growing confidence and commitment to financial freedom! #WomenEmpowerment #FinancialFreedom #WomensMarch

I'm so exited for our launch of the first event in our #WomenInvested Meet Up series, titled "Women's superpower: Investing." It's going to be a panel discussion moderated by President and Co-head of Merrill Wealth Management, Lindsay Hans. Please contact me to register for this event or if you have any questions! #PlanningwithTien #WomenEmpowerment #Empowerment #diversityandinclusion #WomenSupportingWomen

Introducing… the Jones Wealth Team, spearheaded by Elisa Leftridge Jones! Elisa Jones, MBA has played a crucial role at SageSpring since 2017, and we are thrilled to support her as she enters this new chapter. Armed with a wealth of knowledge and a determination to create positive change, Elisa is ready to make a meaningful impact in the lives of #women and #minorities. Discover more about the launch and Elisa's inspiring journey below. #joneswealthteam #womenwholead #womeninbusiness #financialadvisor #femaleadvisor

Check out this FINTECH.TV interview with Jeremy Keele, Managing Partner & co-founder at Catalyst Opportunity Funds! In this conversation with Jeff Gitterman, Jeremy discusses impact investing in the real estate industry. ➡️ PS: Learn more about this topic by watching the recording from Sorenson Impact Insitute's recent convening, "Bridging the Affordable Housing Gap With Impact Real Estate." Watch the conversation to hear from Jeremy and other impact leaders: https://buff.ly/48DLJA3 #ImpInv #RealEstate

Interesting observations about women investors compared to men investors and why that is. Start to learn, find an investment club through Better Investing or start a money club through W.I.F.E. Women in Financial Education. They have templates for money clubs to follow. Start super small until you learn more and gain confidence. #invest #investing #financialgrowth #financialgoals #lifeadvice

The number of women investors in the mutual fund industry rose to 74.49 lakh at the end of December 2022 from 46.99 lakh in December 2019. This Wednesday, we are charting the promising growth of women investors in our country. The dissection of the numbers suggests that the growth has been holistic and not majorly skewed due to a particular section of the community. The 18-24-year-old women investors have been the most bullish on mutual funds as their number grew 4x in 3 years. The jump in numbers is observed across the top 30 cities (T30) and the cities beyond those (B30). In T30 locations, the number of women investors surged almost 50 per cent to 41.7 lakh in December 2022 from 27.94 lakh in December 2019. The jump from B30 locations was much higher - 32.3 lakh from 19.05 lakh. What are your reflections on this growing trend? Let us know in the comments below! Disclaimer - https://lnkd.in/dEhsX_UG #womeninvestor #mutualfunds #investments #investor

Because PrimeInvest wants to EMPOWER you! Yes we think about you! Because you are one of us. We know managing and growing money together can be quite difficult for an individual like you while working tremendously hard to earn it. That's why we have come up with four varieties of PrimeInvest(country's first discretionary Portfolio product suite) specially crafted for one who wants to invest in a halal way, the one who is working hard abroad(yes we feel you!) the Women(without your success the world remains incomplete) and the Youth(the future of the world depends on you!) To learn more please visit: https://pbil.com.bd/ #AccessToInvestment #PrimeInvest #DSE

🚨💸 Changes to angel investor thresholds come into effect despite industry backlash in the North | by Rachael Hesno | January 31, 2024 | Prolific North 💸🚨 #Underrepresented groups, female founders, and investors in the North will encounter “additional hurdles” as a result of the decision announced yesterday. 👓 Read on... "Despite backlash across the UK #tech sector, and outrage across the North, an increase to the financial threshold for angel #investors will take effect from today. From 31 January, a ‘high net worth individual’ will now need an annual income of £170,000 in the last financial year – a big jump from the previous income of £100,000 – or net assets of at least £430,000." 👓 See full article with comments from Gordon Bateman, Zandra Moore and David Levine 👉🏾 https://lnkd.in/djnE4Yjq #Unmute and have your say... 📢 #femalefounders #backlash #North #investment #equity #equality #inclusion #funding #hnwi #equitableopportunities #angelinvestors #angelnetwork #dlist #includeme Include Me Image by Freepik

Leaving our clients with this expression is why we are in business. And we are happy it was another year to out smiles on many business women's faces. We can't wait to do more with you in the coming year. Choose Chrestovest today. #Chrestovest #fintech #market #investment