Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Advisor Group & W Source Partner to Support Female Advisors
By Janet LevauxThe group of independent broker-dealers and networking organization launch the plan as a growing number of women join the profession.
January 30, 2018
The $12 Trillion Mutual Fund Men's Club Needs More WomenIt's a disservice to clients that only 2% of those assets are managed exclusively by women.
January 26, 2018
BofA’s Moynihan: ‘50-50 Chance’ Next CEO Is a WomanThe bank chief points to a growing number of women on his top staff; still, men oversee all of the biggest revenue-producing units.
January 18, 2018
Dan Seivert's Tips for Wealth Management Firms Looking to SellEveryone thinks its a sellers market now, but thats not true, the CEO of Echelon Partners says.
January 02, 2018
How Big Advisory Firms Are Adding More WomenWith women representing less than 20% of advisors and minorities just 10%, the industry has much room for improvement which some firms readily acknowledge and are working hard to address.
December 12, 2017
The Key to Unlocking US GDP Growth? WomenAccording to S&P Global, theres an opportunity to add 5-10% to nominal GDP by attracting more women to the workforce.
December 07, 2017
12 Cool, Affordable Gifts for Financial AdvisorsLooking for a gift for an advisor, or want to spend a little money on a client? Here are some holiday gift ideas from ThinkAdvisor.
November 30, 2017
The 2 Big Differences Between Male and Female ClientsMen and women are more alike than not when it comes to looking for financial security. However, there are differences that advisors have noted.