Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
New CFP Mentorship Program Addresses the Lack of Women in the Industry
By Emily ZulzThe CFP Board aims to break down a key barrier to women entering the financial planning profession: lack of mentorship.
June 01, 2016
Tech Illiteracy Puts Wealth Managers at RiskHigh-net-worth investors, particularly younger ones, demand high-tech wealth management, but most advisors offer no digital channels beyond email, a PwC report says.
June 01, 2016
Best Finance Tweets of the Month: May 2016Why Drake could be richer than T. Boone Pickens and what to do when your co-worker likes Olivia Newton-John a little too much.
May 25, 2016
The Booming, Yet Overlooked, Business of BeautyThink beauty is a "fluffy" investment? Then you havent looked at the numbers.
May 25, 2016
30 under 30: Millennials in the financial and insurance industries, 2016The following are profiles of a handful of shining stars under 30 in the insurance industry.
May 25, 2016
30 under 30: Millennials in the financial and insurance industries, 2016The following are profiles of a handful of shining stars under 30 in the insurance industry.
May 25, 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,' according to Spectrem.
May 23, 2016
Marty Bicknell: An Innovator Entrepreneur — The 2016 IA 25Marty Bicknell, the CEO of Mariner Holdings, is above all an innovator who knows how to build a company from the bottom up.