Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Washington Wealth Adds $180M Reps
By Janet LevauxThe independent hybrid RIA says it has added 12 advisors in about nine months.
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.
November 10, 2014
Focus Adds $1.4B RIA in Chicago AreaMeanwhile, Securities America recruits three FAs, one from Wells Fargo and another from LPL Financial.
November 07, 2014
Krawcheck to Advisors: Stop Acting Like It’s 1957A lack of diversity hurts clients and even the economy, Sallie Krawcheck says. Schwabs Mary Rosai discusses the firms proactive approach to boosting women.
November 06, 2014
Women’s Top Priorities Include Family, Financial SecurityA wide-ranging survey examines womens priorities around the world. In most countries, they prefer sleep over sex.