Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
First Steps When a Client Couple Divorces
By Mike PattonTo begin, don't try to be a referee. And don't be hoodwinked by what appears to be an amiable split: Divorce is heart-wrenching.
June 03, 2016
Tech illiteracy puts wealth managers at riskWealth management is one of the least tech-literate sectors of the financial services industry, according to a new report.
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.