Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
30 under 30: Millennials in the financial and insurance industries, 2016
By Lynette GilThe following are profiles of a handful of shining stars under 30 in the insurance industry.
May 23, 2016
Client-Centric CEO: Raymond James’ Paul ReillyRaymond James CEO Paul Reilly talks to Research magazine about connecting with clients, the burden of regulation and the future of full-service advisors.
May 17, 2016
Wealthy Women vs. Wealthy Men: 4 Key Differences in How They Invest"Advisors may need to encourage wealthy women to be more aggressive in their investment philosophy," a Spectrem Group white paper states.
May 13, 2016
Kate Healy: TDAI’s Diversity Driver — The 2016 IA 25TD Ameritrade Institutional is putting its diversity money where its mouth is, and Kate Healy is leading that charge.
May 10, 2016
Wealthy Investors Not Afraid to Use Robo-Advice, Study FindsAdvisors who worry that automating some of their tasks could alienate clients have little to fear, a survey from MyPrivateBanking found.
May 04, 2016
The Poverty of the Wealth EffectMany of the Fed's recent monetary policy decisions were driven by a belief in the so-called wealth effect that is very likely wrong.
May 02, 2016
UBS Adds Content for Clients Worried About 2016 ElectionThe wirehouse rolls out reports and live events in response to a poll that finds 80% of investors worried about the next U.S. president.
April 28, 2016
Raymond James Focusing on Diversity for Future GrowthThe firm and its advisors are expanding the scope of efforts to boost blacks and women in the business.