Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Advisors ‘Following the Money’ to New, Underserved Markets
By Ellen UzelacThe best new markets for advisors are in increasingly far-flung places, away from traditional financial hubs like New York and Los Angeles.
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.
January 28, 2014
Top BD Execs Predict What Industry Will Look Like in 10 YearsTony Batman and Amy Webber look at what strategies will succeed and fail, and how advisors can survive.
January 23, 2014
Fish oil might fight Alzheimer'sHigh omega-3 fatty acid levels correlated with larger hippocampus volume
January 22, 2014
Are You Stereotyping Your Clients by Gender?Gender-based behavioral finance studies are of limited utility when it comes to understanding clients, Michael Liersch of Merrill says.