Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
‘Equity’ Movie: Backstabbing, Sexism and Ruthlessness on Wall St.
By Jane Wollman Rusoff"Equity" producer and co-star Sarah Megan Thomas talks to ThinkAdvisor about telling the story of women and "the gray lines of power on Wall Street."
August 04, 2016
5 steps for closing the gender gap in salesIts not that women are avoiding a career in financial services, its that women are not sold on a career in sales.
August 02, 2016
Diversity equals profitabilityA recent report by the IICF shows that 86 percent of insurance professionals believe that the industry is making strides toward gender diversity.
August 02, 2016
Diversity equals profitabilityA recent report by the IICF shows that 86 percent of insurance professionals believe that the industry is making strides toward gender diversity.
July 27, 2016
Women advisors and the desire to giveAs women advisors, we have a gift to share with our clients: the gift of understanding and caring.
July 26, 2016
How a Wealth Tax Could Reward Savvy Entrepreneurs and Wise InvestorsSeveral economists argue that a wealth tax could redistribute wealth from the idle rich to the Musks and Buffetts who create wealth, Noah Smith writes.
July 13, 2016
Analyst says robo advisers are a major threat to the industryA Morgan Stanley analyst outlined five threats to the financial planning industry, including digital technology.
July 13, 2016
Analyst says robo advisers are a major threat to the industryA Morgan Stanley analyst outlined five threats to the financial planning industry, including digital technology.