Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Survey flags continuing challenges for women in insurance
By Warren S. HerschIICF's survey respondents indicated that the key challenges to advancing to senior roles are varied.
June 19, 2014
Essential skills for advising womenSeventy percent of women fire their advisor within one year of the death of their spouse.
June 04, 2014
Sallie Krawcheck Proves Everything's an Index Fund NowIndex fund creep? Sallie Krawcheck changes 85 Broads' name to Ellevate and partners with Pax World to launch the Pax Ellevate Global Women's Index Fund.
June 02, 2014
Raymond James Nabs $2M Wells Team; Securities America Affiliate Adds 2 AdvisorsThe ex-Wells team moves in Richmond, Va., while the new Arbor Point team transitions in Omaha.
May 29, 2014
That $41 Trillion Wealth Transfer Now Officially $59 TrillionThe vaunted $41 trillion wealth transfer that is the subject of every advisor conference has been freshly updated: It has now reached $59 trillion.
May 23, 2014
Sallie Krawcheck, Booster of Women on Wall St.: The 2014 IA 25 ProfileSallie Krawchecks real career started just shy of 30, when she became a research analyst, she told IA in an interview.
May 21, 2014
Disability and womenAn analyst at the National Center for Policy Analysis says disability may be responsible for women's decline in workforce participation.
May 15, 2014
Diversity was an old wooden shipRecognizing companies for their multicultural and gender-based efforts: good or bad?