Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
These are the 12 top U.S. metro areas for high-net-worth prospects
By Vanessa De La RosaWhere can you expect to find the most high-net-worth prospects? In 2015, all over the U.S. map.
February 18, 2015
The Unsinkable Sallie KrawcheckIs Krawcheck weighing a robo-advisor offering? She remains tight-lipped on her plans, but tells ThinkAdvisor in a wide-ranging interview, "I'm not done yet!"
February 13, 2015
Women Need to Talk More About Money: FidelityLess than half of women said they were confident talking about money and investments with a professional, a Fidelity survey found.
February 09, 2015
Sallie Krawcheck: Women Are ‘One Helluva Market’Krawcheck, speaking at the IMCA 2015 New York Consultants Conference, said that women are a larger emerging market than China.
February 03, 2015
Industry, Media Fail to Promote Minority Advisors' Success, Ex-Advisor ChargesThe profession hasnt done a good enough job of profiling successful African-American advisors and showcasing their success, says former NFL player turned advisor Lee Jenkins.
January 15, 2015
Who buys more online: men or women?The study suggests that customizing the customers journey is now, more than ever, relevant and efficient.
January 13, 2015
Huge Wealth Transfer of $16 Trillion Estimated in Next 30 YearsPlan early to avoid a big estate tax hit, Wealth-X and National Financial Partners warn.
January 06, 2015
Morgan Stanley Picks Up Ex-Merrill Institutional Team in ChicagoRaymond James adds independent RIA group, while HighTower brings on a former UBS group.