Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Disability and women
By Allison BellAn analyst at the National Center for Policy Analysis says disability may be responsible for women's decline in workforce participation.
May 08, 2014
Up-and-Coming Wealthy Generally Satisfied With Their Wealth ManagersBut satisfaction with advisors wanes as wealth increases, the SEI Futurewealth study found.
May 02, 2014
10 Steps to Becoming a Multigenerational Advisor: PershingIf you wait until the moment of asset transfer to reach out to heirs, it will be too late, Pershing's Kim Dellarocca warns.
May 01, 2014
Female primary decision-makers in the minorityLess than one in five women 15 percent among Millennials and 18 percent of Gen Xers make investment decisions.
May 01, 2014
Female primary decision-makers in the minorityLess than one in five women 15 percent among Millennials and 18 percent of Gen Xers make investment decisions.
April 30, 2014
Nonprofits’ Glass Ceiling Has Very Real Cost: PollNonprofits with few women on the board miss out on donations from affluent women, a poll by The Chronicle of Philanthropy and NYU researchers found.
April 28, 2014
First Allied Adds Program for Female FAsFirst Allied Securities says a pilot mentoring program for female advisors has “proven successful,” and the independent broker-dealer will…
April 28, 2014
Advisors look to engage next generation of affluentHigh-net-worth providers want to involve clients' children from the outset of the client relationships.