Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Top BD Execs Predict What Industry Will Look Like in 10 Years
By Melanie WaddellTony Batman and Amy Webber look at what strategies will succeed and fail, and how advisors can survive.
January 02, 2014
Giving Pledge Draws ‘Paltry’ Interest Among BillionairesWealth-X investigates why only 5% of the world's billionaires have signed the Buffett-Gates pledge to leave half their wealth to charity.
December 27, 2013
Coaches Corner: New Year, New HireBefore you make a new hire for your wealth management firm, ask yourself why and what before making this critical decision.
December 23, 2013
Baird Adds to Training, Women’s ProgramsTo boost the size of its advisor force and its business, Baird is expanding training programs and encouraging client associates, especially women, to become…
December 23, 2013
Hidden Treasure: Aligning HNW Clients' Insurance NeedsOne of the ways the high-net-worth choose to spend their money is on artwork. However, the value of individual pieces and whole collections can fluctuate wildly.
December 18, 2013
Men Dominate Couples’ Advisor RelationshipsMen may be limiting their partners financial success without realizing it, a study released Tuesday by Fidelity found.
December 16, 2013
5 predictions for the LTC insurance industry in 2014Are better tax breaks on the horizon? Will cost-sharing take center stage? Find out whether 2014 will be sweet or sour for LTCI sales.
December 16, 2013
5 predictions for the LTC insurance industry in 2014Are better tax breaks on the horizon? Will cost-sharing take center stage? Find out whether 2014 will be sweet or sour for LTCI sales.