Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
LTCi: The state of the industry
By Catherine DoveAn industry veteran looks back and looks ahead.
February 24, 2014
Advisors ‘Following the Money’ to New, Underserved MarketsThe best new markets for advisors are in increasingly far-flung places, away from traditional financial hubs like New York and Los Angeles.
February 24, 2014
Widows Not Likely to Fire Advisor After All: RussellAn oft-cited study says 70% of widows fire their advisor within a year of their husbands death. A new Russell report disagrees.
February 19, 2014
Raymond James Program Grooms Associates for Advisor RolesAfter a pilot program, the firm says it will look to train additional client assistants to boost the number of female reps.
February 12, 2014
Sallie Krawcheck: Why Women on Wall St. Are Going ‘Backwards’The former head of BofAs wealth management operations shares her views on Yellens testimony and Barbies image of female perfection.
February 11, 2014
How the up-and-coming wealthy choose advisorsA study finds that the futurewealthy most often switch wealth managers on the basis of the firm's reputation for quality products and services.
February 07, 2014
How the Up-and-Coming Wealthy Choose AdvisorsThese investors are constantly searching for a more valued relationship and are open to the idea of switching primary advisors in order to attain it.
February 03, 2014
Majority of women don’t have an advisorNinety-two percent of single mothers say their family structure has increased the need for financial awareness.