Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
The Unsinkable Sallie Krawcheck
By Jane Wollman RusoffIs 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 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.
January 05, 2015
Sallie Krawcheck Misses Wall St., Warns Volatility Will Hurt BanksI'm a recovering research analyst, so I am a skeptic of everything, Krawcheck said.
December 22, 2014
Gender and ChangeIn a survey with More magazine, Susan Bradley asked 222 women whether men and women manage transitions differently. A surprising 95% said yes. The differences fell into three categories.
December 10, 2014
15 Biggest Donations of 2014To date, these are the donors who have given $100 million or more to favored causes, according to the Chronicle of Philanthropy.