Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
The ultra-affluent market: Expanding by leaps and bounds
By Warren S. HerschThere are market opportunities aplenty to serve clients beyond the DOLs reach. Not least among them: wealth transfer planning for ultra-high net worth individuals.
September 13, 2016
Susan Glass: A champion for women in insuranceThe national president of Women in Insurance & Financial Services is devoted helping open industry doors.
September 08, 2016
Recruiting Roundup: Wells Fargo, United Capital & SFA Add TeamsMeanwhile, Autonomous Research says Alexey (Lex) Sokolin has joined the group as head of fintech strategy.
August 31, 2016
Best Finance Tweets: August 2016Josh Brown shares an anti-stage-fright trick, Nate Silver discusses what "pivot" really means and fake mayo raises lots of money.
August 24, 2016
LPL to Host Its First Stand-Alone Women’s ConferenceThe event, to be held in November, will cover themes like work-life balance and the post-election political landscape.
August 23, 2016
How Providers Can Better Target Female InvestorsWomen may be more likely to implement long-term, goal-oriented investment strategies that do not require day-to-day trading, a Cerulli analyst said.
August 23, 2016
How to Target Affluent Clients OnlineMass-market and mass-affluent investors are similarly inclined to use digital investment tools, but have different desires about how and when to interact with wealth managers online.
August 18, 2016
Female Investors Don't Lack Confidence; They Just Have High Standards: StudyA recent survey by United Capital suggests that the common idea that women lack financial confidence is malarkey.