Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Women’s Top Priorities Include Family, Financial Security
By Michael S. FischerA wide-ranging survey examines womens priorities around the world. In most countries, they prefer sleep over sex.
October 23, 2014
United Capital Acquires FlexScore Creators Valley WealthUnited Capital said Thursday that it has acquired Valley Wealth, an RIA based in California, that has $320 million in AUM.
October 22, 2014
Retired women face smaller nest eggs, higher poverty riskWomen are at a higher risk than men for downward income mobility and poverty, despite saving more of their paychecks.
October 21, 2014
Retired Women Face Smaller Nest Eggs, Higher Poverty RiskRetired women are at a higher risk than men for downward income mobility and poverty, despite saving more of their paychecks.
October 10, 2014
Krawcheck Calmly Rips Microsoft CEO Over Comments on WomenKrawcheck criticizes Satya Nadellas advice that women shouldnt ask for raises but should rely on karma instead.
October 09, 2014
Raymond James Highlights Women’s Achievements, Tech UpdatesThe firm attracts a record number of attendees, including 29 prospective advisors, to its 20th annual event for female reps.
October 08, 2014
Raymond James Reworks Employee Channel LeadershipThe shifts are announced ahead of its Womens Symposium and investment advisor confab.
September 29, 2014
NexGen Gender DemographicsAs the industry scrambles to find new talent to replace outgoing advisors, it's important to consider how women can fit into those new roles.