Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Do Wealthy Women Need a Different Kind of Wealth Manager?
By James J. GreenWomen control 37% of U.S. investable assets. More than half of affluent women don't have an advisor. Do they need a different wealth management experience?
March 30, 2015
Up Your Risk, Ladies: Delaware InvestmentsResearch from Delaware Investments makes the case that women should consider having more exposure to equities and take on more risk.
March 26, 2015
How (and how not) to reach the HNW retiree marketWorking with HNW clients makes good business sense, but some widely-used ways to reach this market are less successful than you might think.
March 26, 2015
How (and how not) to reach the HNW retiree marketWorking with HNW clients makes good business sense, but some widely-used ways to reach this market are less successful than you might think.
March 26, 2015
A critical niche for advisors: The female clientSixty percent of the total personal wealth in the U.S. is currently controlled by women.
March 26, 2015
A critical niche for advisors: The female clientSixty percent of the total personal wealth in the U.S. is currently controlled by women.
March 26, 2015
Roberts and Alito deliver win for pregnant workersThe employer will have the burden of showing why accommodation was not granted.
March 25, 2015
Surprise Findings on Gender, Religion in PhilanthropyWomen Give 2014 study finds greater generosity among non-religiously affiliated younger women.