Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
20 top companies for women in the finance and insurance industries
By Lynette GilThese companies are taking care of their female workforce by retaining, training and encouraging them.
March 17, 2016
China offers double-digit growth opportunity to UBS’s ZeltnerThe wealth management business holds a particular allure in China owing to the surging number of millionaires.
March 17, 2016
China offers double-digit growth opportunity to UBS’s ZeltnerThe wealth management business holds a particular allure in China owing to the surging number of millionaires.
March 08, 2016
Wealthy Women Are More ‘Advisor Oriented’ Than MenAffluent female decision makers form strong relationships with their advisors and report higher levels of satisfaction, according to Phoenix Marketing International.
March 07, 2016
American Women Confident in Their Financial Decisions: PollMore women are upbeat about their financial futures than last year, BlackRock found.
March 03, 2016
Client Needs Are Becoming More Diverse. The Industry Should, TooIt's more difficult than ever to find one advisor that can provide the breadth of knowledge and expertise to address all of a clients concerns.
March 03, 2016
Dispelling the Financial Psychobabble Women Tell ThemselvesPsychotherapist Ginger Dean uses her blog Girls Just Wanna Have Funds to help women understand the importance of financial independence and proper financial planning.
March 02, 2016
LPL Affiliate Launching Women’s Advisory CouncilIndependent Financial Partners plans to host at least eight female reps this week near Tampa.