Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
15 Biggest Donations of 2014
By Michael S. FischerTo date, these are the donors who have given $100 million or more to favored causes, according to the Chronicle of Philanthropy.
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.
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.