Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
The end of ‘I’m not interested’
By Wendy WeissIf you hear this phrase a lot, it could mean youre wasting your breath on the wrong type of prospect.
February 09, 2015
Sallie Krawcheck: Women Are ‘One Helluva Market’Krawcheck, speaking at the IMCA 2015 New York Consultants Conference, said that women are a larger emerging market than China.
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.