Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
An undersold market
By David PortWomen 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 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.
September 15, 2015
Women Make Great Advisors — So Why Aren’t There More?When women look for a financial advisor 70% look for a woman. With that sort of demand why are only 30% of advisors women?
September 09, 2015
Recruiting Roundup: UBS Adds $5B Team From JPMorgan, Advisor From MerrillMeanwhile, Wells Fargo recruits JPMorgan rep, as Ameriprise picks up four ex-Wells FAs.
September 08, 2015
4 Ways to Prepare Families for a Smooth Wealth TransferWhen wealth holders team up with a savvy advisor to teach their children how to manage wealth responsibly, many problems can be avoided.