Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
The women’s market: big, lucrative and rewarding — but underserved
By Warren S. HerschWomen make nearly twice as many referrals as men to friends, family members and others because they feel responsible to help those they care about.
June 10, 2015
7 Reasons Women Make Better Money Managers Than MenHaving more female money managers is a smart diversification strategy, author Meredith Jones says. Here are some reasons they often outperform.
June 09, 2015
The 14 Wealthiest People in the WorldThe richest get richer, and, for the most part, older men (surprise, surprise) dominate our list.
June 01, 2015
Are Women More Open to Dealing With the New?Will new robo-assistant technology find faster adoption among women? Kim Dellarocca, managing director of Pershing LLC, won't be surprised if that's the case. She pointed out that women juggling career and family are especially time-pressured, and hence may be more strongly attracted to digital efficiencies.
June 01, 2015
Raymond James Boosts Networks, ProspectsRaymond James has appointed marketing veteran Michelle Lynch as vice president and director of the firm's Network for Women Advisors. Lynch, who has 11…
June 01, 2015
HighTower Group to Target Athletes, CelebritiesSome advisors, though, say it's better to focus on pro athletes from a single sport rather than targeting all VIPs.
May 27, 2015
Billionaires: Where they are, what they wantTodays billionaires need to decide how to transfer their wealth and create their legacies since almost two-thirds of them are over 60 years old.
May 26, 2015
Billionaires: Where They Are, What They WantTwo-thirds of U.S. billionaires are self-made, a UBS/PwC study finds, and many are at a crucial decision point in their lives.