Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Up-and-Coming Wealthy Generally Satisfied With Their Wealth Managers
By Michael S. FischerBut satisfaction with advisors wanes as wealth increases, the SEI Futurewealth study found.
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.
April 28, 2014
The 2014 IA 25 Special ReportThis is the 12th year that we have published the IA 25, our annual list of the most influential people in and around the advisor industry.
April 21, 2014
The Most Important Economics Book Ever Is All WrongThomas Pikettys Capital in the Twenty-First Century has been lavishly praised by reviewers; so whats the problem? Quite a few things.
April 17, 2014
Raymond James, Securities America and NFP Unit Add Teams, BreakawaysSix reps, including two father-son teams, switched firms with a total of more than $920 million in client assets.