Close Close
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards

Industry Spotlight > Women in Wealth

Archived Webinar: Five Things You May Not Know About Women and Wealth

Your article was successfully shared with the contacts you provided. hosted a Webinar on June 9 about Women in Wealth, based on the latest information from Wealth Manager’s Top Women in Wealth Survey and other research from Pew, the National Council for Research on Women and Hedge Fund Research (HFR). What we found may surprise you.

Wealth Manager’s Top Women in Wealth survey found that:

  • Of the women who participated in the 2010 Top Women in Wealth Survey
  • A whopping 82% were principals, owners or partners in their firms
  • The majority, 60%, are registered investment advisors
  • Of those, 70% are registered with the SEC rather than state registered
  • The range in asset and clients is wide: from $13 million to $18.8 billion in assets under management (AUM), and from advising three to 1037 households

And, according to the Pew Research Center study, “Gender and Power:”

On Banker Preference: Although 48% of women and men, “say they have no preference between a male or female banker,” women bankers were preferred among those who do have a preference. In some groups the preference for a woman as their banker was much higher–47% of blacks and Hispanics prefer a woman banker.

Join Michelle Smith, Amy Webber and moderator Kate McBride for a lively discussion and the latest research about women and wealth, in Five Things You May Not Know About Women and Wealth.

The Panelists:

Michelle Smith
Co-founder and Managing Director of Alexandra & James Co., LLC
A wealth management boutique and multi-family office, located in New York, for high-net-worth wealth investors. Smith is president of the firm’s divorce strategies subsidiary.

Amy Webber
President and COO of Cambridge Investment Research, Inc.
An independent broker/dealer in Fairfield, Iowa, with more than 1,800 affiliated registered representatives, and more than $35 billion in assets under management.

Comments? Please send them to [email protected]. Kate McBride is editor in chief of Wealth Manager and a member of The Committee for the Fiduciary Standard.


© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.