Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Why So Many Women Diss Wall Street
By Michael S. FischerIn a WorthFM survey of 1,500 women, about three-quarters give the financial services industry a grade of C or worse on explaining saving and investing.
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.
March 02, 2016
2 LPL-Affiliated RIAs Strike Big-Dollar DealsOne firm making an acquisition, Wealth Enhancement Group, is majority owned by Lightyear Capital. The acquired groups have a combined $1.5 billion in client assets.
March 02, 2016
It's getting harder to be one of the world's wealthiest peopleAlmost 6,000 people fell out of the ultra-high net worth bracket last year, a 3 percent slide from the year prior.