At first glance, the investment and wealth management business and gaming seem to be almost as far apart as two industries can be. One could argue that investing and wealth management are absolutely vital to long-term well-being, and not just financial well-being, either.

There is a lot of science to wealth management and investing. Lastly, wealth management is a lot older and more well-established than certainly the digital gaming business.

Continue reading “Three Lessons from Gaming”


Given the challenges for women and investing we see and have discussed in this blog before, I am always on the lookout for interesting and innovative twists and solutions that look to right the balance or infuse a fresh twist to the process.

I recently discovered one such solution, that offers a very unique combination of an investment vehicle, a network, an agent for change as well as a source of education, with a clear slant towards women.

Continue reading “Innovative Investing Solutions: Plum Alley”


For anyone who has even a minimal amount of familiarity with the investment landscape for affluent women, it will be no surprise that there is a surfeit of dissatisfaction these women feel about their advisors.

As an example, there are two excellent research studies outlined in two books: Harness the power of the purse, by Andrea Turner Moffitt, and Women Want More, by Michael Silverstein and Kate Sayre of the Boston Consulting Group (see chapters on financial services).

A frequently touted solution is to increase the representation of women among the advisor population, presumably balancing the provider-client fit and understanding, and also, presumably, leading to better recommendations for the wealthy female client.

Continue reading “Women Advising Women: Surprising Facts”


For someone steeped in an idealistic or classical economics view of the world, the question of what drives investment actions is easy – it should be logic, rationality and facts.

In fact, even reputed investment product providers appear to adhere to this view, going by a quick drive through of their websites to non-clients.

Could they be wrong?

Continue reading “Four Simple Drivers of Investing – an Unscientific Study”


Given the age and importance of the investing industry, and the constant innovation it is exposed to via fin-tech, one would expect some rethink to have occurred in the basic value proposition of the core offering itself: the investment product.

Yet, my initial search has not revealed any exciting or even mildly interesting value propositions beyond the tired “peace of mind” or “be secure in your retirement” pitches. Granted, there are quite a few approaches and ventures that are looking to revolutionize the how of investing, but few seem to be taking a look at the core “what”.

Continue reading “A Fresh Look at Investing Value Propositions for Women”