Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Not So Fast! Boomers Still Largest Fee Pool for Advisors
By Michael S. FischerA Deloitte forecast of the wealth market in 2030 concludes that advisors would be remiss to shift focus from boomers and Gen Xers to millennials.
November 03, 2015
Quick Guide to UBS shakeup: who’s moving up; who’s joiningUBS Group AGs reorganization includes a change at the top of wealth management in the Americas and two new executives.
November 02, 2015
Raymond James Confab Highlights Female FAs, Growth and ClientsRaymond James Financial just hosted its 21st-annual Women's Symposium in St. Petersburg, Florida. The event drew some 300 of its roughly 850 female advisors,…
November 02, 2015
Designer Bag Ladies: Understanding Female ClientsMale advisors need to realize that women have a perspective on money that's very different from their own, Bob Clark writes.
October 20, 2015
Dynasty Taps New Execs for Further Growth SpurtThe platform has added 10 new advisor groups in 2015 and sees new business developing nationwide.
October 19, 2015
ETF Sector Expects Robust Growth in Near Term: EYInterviewees in an EY study said they expected their businesses to grow by 18% every year for the next three to five years.
October 15, 2015
Women in sales: closing one gender gap by shutting anotherBoosting the number of women in the field could take time because of misperceptions they have about careers in sales.
October 15, 2015
Women in sales: closing one gender gap by shutting anotherBoosting the number of women in the field could take time because of misperceptions they have about careers in sales.