Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Women: On how to be successful and improve client relationships
By Carley MeinersThe panel discussed the power of teamwork, no-pressure referral programs and the role industry organizations play in their success.
October 06, 2015
An undersold marketWomen control a majority of the assets in America today and that number is growing, but a vast majority of them report not having an advisor. What can advisors do to reach this vital market?
October 06, 2015
An undersold marketWomen control a majority of the assets in America today and that number is growing, but a vast majority of them report not having an advisor. What can advisors do to reach this vital market?
October 05, 2015
Raymond James Plans New Venue for Growing Women’s SymposiumThe group had more than 500 guests at its event in Florida last week, including 23 prospective advisors.
October 02, 2015
Hurting the Rich Won’t Help the PoorWe shouldnt delude ourselves into thinking that making the rich less rich does a lot for the poor in the absence of better government.
September 28, 2015
Sallie Krawcheck Launches Robo ‘Investing Experience’ Built for WomenEllevest, a new digital platform for women, has raised $10M in a Series A funding round led by Morningstar. Mohamed El-Erian is among the investors.
September 28, 2015
Bloomberg poll: Americans want Supreme Court to turn off political spending spigotViews on the King v. Burwell decision are sharply divided.
September 21, 2015
Lebenthal Adds Co-CEO as Chief Takes Reins of Wealth UnitEx-Ally Bank CEO Barbara Yastine will join Alexandra Lebenthal in the top role as Frank Campanale steps down as wealth chief.