Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Sallie Krawcheck Misses Wall St., Warns Volatility Will Hurt Banks
By Emily ZulzI'm a recovering research analyst, so I am a skeptic of everything, Krawcheck said.
December 04, 2014
Washington Wealth Adds $180M RepsThe independent hybrid RIA says it has added 12 advisors in about nine months.
December 02, 2014
Pursuing wealth instead of revenueYou can work with the people you want to work with. You can skip over the idiots and the negative Nancys.
December 02, 2014
World’s ultrawealthy population grows 6% in 2014These individuals account for 0.004 percent of the global adult population but control nearly 12.8 percent of the worlds total wealth.
November 25, 2014
Canadian Firms Scramble to Add Female Directors Ahead of New RulesEvery few weeks, Sue Riddell Rose gets a phone call asking if shes interested in joining another corporate board.
November 20, 2014
Well-Off Women Gain Investing Prowess, Relish Making MoneyThe vast majority of affluent American women in a new Wells Fargo survey said they enjoy making and accumulating money.
November 19, 2014
RIA Beacon Pointe Is 65% Female, by AccidentDiversity was happenstance, says founder and partner Shannon Eusey, but more women led to more female clients.
November 12, 2014
Krawcheck to advisors: Stop acting like it’s 1957Lack of diversity alienates clients and even contributed to the financial crisis, Sallie Krawcheck says; Schwab is pushing to boost women.