Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Susan Glass: A champion for women in insurance
By Kristen BeckmanThe national president of Women in Insurance & Financial Services is devoted helping open industry doors.
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.
August 17, 2016
‘Equity’ Movie: Backstabbing, Sexism and Ruthlessness on Wall St."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 11, 2016
Wells Fargo Taps New Head of Advisor GroupDavid Kowach replaces Mary Mack, who is now in charge of the company's retail banking business.
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.