Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Women-Owned Advisory Firms Need to Play Catch-Up
By Savita Iyer-AhrestaniBetween 1997 and 2013, the number of women-owned firms increased by 59%. But most female advisors still work for an existing firm.
October 24, 2013
8 ways to help widows navigate an inheritanceHere's how you can help grieving spouses make the right decisions after a loss.
October 24, 2013
8 ways to help widows navigate an inheritanceHere's how you can help grieving spouses make the right decisions after a loss.
October 23, 2013
Not Enough Women in the Industry: Raymond James ExecsLeaders outline some short-term steps the firm is taking to raise its long-term number of female reps.
October 18, 2013
5 industry blogs you can't afford to ignoreIf you're advising on wealth management, retirement planning or estate planning, these are the blogs you need to know.
October 17, 2013
Top 12 Wealthiest Countries: 2013Where are the wealthy living? Here are the countries with the most high-net-worth individuals, according to Capgemini and RBC Wealth Management.
October 09, 2013
Asia/Pacific Soon to Be World’s Biggest HNW MarketThe Asia-Pacific region could become the largest market for the wealthy by 2014, according to a report by CapGemini and RBC.
October 09, 2013
Joe Duran’s United Capital Acquires Arizona FirmUnited Capital and its affiliates have $17 billion in assets under advisement and, with the addition of Brotherton, 47 offices.