Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Women, Money and the Confidence Gap
By Olivia Mellan, Sherry ChristieIn recent years, banks, brokerage firms and fund companies have pulled out all the stops to make women more confident about money.
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.
July 10, 2014
Top 12 Countries With Most Millionaires: 2014Wonder where the wealthy live? Capgemini and RBC Wealth Management list the nations with the most high-net-worth individuals.
July 03, 2014
Surprise! Wealth Managers Who Ask Their HNW Clients for Referrals Get ThemNearly half of high-net-worth clients said they'd refer only if their wealth manager asked, the Futurewealth study found.
June 26, 2014
Survey flags continuing challenges for women in insuranceIICF's survey respondents indicated that the key challenges to advancing to senior roles are varied.