Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Raymond James, Securities America and NFP Unit Add Teams, Breakaways
By Janet LevauxSix reps, including two father-son teams, switched firms with a total of more than $920 million in client assets.
April 15, 2014
Misperception of millennials skews advisors’ strategiesA panel at SIFMAs private wealth conference discusses whats on younger investors minds, and its not what many thought.
April 11, 2014
Misperception of Millennials Skews Financial Advisors’ Strategies: SIFMA PanelA panel at SIFMAs private wealth conference discusses whats on younger investors minds, and its not what many thought.
April 10, 2014
LIMRA: Innovative approaches to financial literacyThe roundtable discussion, titled "Innovative Approaches to Financial Literacy," offered a range of perspectives on how the industry is currently addressing financial wellness.
April 02, 2014
BOE’s range of views has been limitedThe Bank of Englands Monetary Policy Committee has had a limited range of views because of its lack of diversity, according to Ros Altmann.
April 02, 2014
Top 10 Most Expensive Luxury Penthouses in the WorldProperty developers around the world are wooing ultrawealthy buyers with lavishly appointed skyscrapers in the most prestigious of neighborhoods, according to Wealth-X report.
March 31, 2014
Newcomers and Natives in the Land of Wealth"Most of these 'immigrants' were born and raised in a more modest middle-class or working-class culture, with different attitudes and behaviors," says Jim Grubman.
March 28, 2014
Digital becoming ‘new normal’ in serving HNW investorsAdvisors need to upgrade their technology to better serve wealthy investors worldwide, an SEI study finds.