Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Wealth Firms Adding Indie, Wirehouse Reps
By Janet LevauxA number of successful advisors are switching channels and broker-dealers at a quick pace in midsummer.
July 28, 2014
Women, Money and the Confidence GapIn recent years, banks, brokerage firms and fund companies have pulled out all the stops to make women more confident about money.
July 28, 2014
Three Really Good PiecesGood journalism not only educates and informs, it challenges the reader to rethink previously held beliefs.
July 28, 2014
12 Ways to Build Authentic ConfidencePart of women's lack of confidence is genetic, the way our brains are wired, journalist Katty Kay told us.
July 28, 2014
Liquid Alts; Women and Money; Growth by Design: Investment Advisor August Features—SlideshowAfter stocks performance the past few quarters, some investors might be tempted to stick with what looks like a good thing.
July 23, 2014
On Inheritance, UBS Urges Families to Break the SilenceOnly 34% of affluent benefactors have even revealed their wealth to their children, UBS found in a study on family discussions of inheritance.
July 18, 2014
Why You Need Women on Your Advisor TeamThe skills and decision-making process displayed by women can make a big difference to an advisory firm's success, and their clients'.
July 17, 2014
Alexandra Lebenthal: Who Are You Calling a Socialite?The Lebenthal Holdings CEO on her new wealth unit, how she bought back her iconic family name from Merrill and how she recruits female advisors.