by Elle Kaplan | Sep 23, 2014 | Leadership
The world of women in business is nothing like the stereotype. Catfights, competition, or coldness? Try collaboration, connection, and community. The vast majority of business women are supportive and encouraging of their fellow alphanistas. The truth about this...
by Elle Kaplan | Sep 22, 2014 | Entrepreneurship
In over a dozen years on Wall Street, I often found myself in the lonely position of being the only woman in the conference room. But fast-forward just over a decade, and I am now the CEO of a leading independent wealth management firm, LexION Capital, the only 100%...
by Elle Kaplan | Sep 18, 2014 | Wealth Creation
As CEO of independent wealth management firm LexION Capital, part of my personal mission is to help women see that Wall Street is our street, too. While the Old Boys’ Club culture on Wall Street has continued to thrive throughout my career in investing, I am...
by Elle Kaplan | Apr 10, 2014 | Entrepreneurship, Independent fiduciary
For some entrepreneurs, the day will come when it’s time to sell the business they worked so hard to build. It’s your not just the product of years of hard work, it’s also your nest egg. Who can you trust with it? A fiduciary wealth manager is...
by Elle Kaplan | Sep 23, 2013 | Independent fiduciary
Ask yourself: Do I have access to the best possible investment products? You want a completely independent advisor who is beholden to no one but you, the client. Banks and brokers push particular investment products for all kinds of reasons, and “because they are the...