Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Millennial Women More Interested in Finance, but Lack Confidence
By Danielle AndrusYounger women are more interested in financial issues than their older counterparts, but lack the confidence to take action, according to an Allianz Life study.
November 20, 2013
Krawcheck Warns Investors in Big Banks to Be WaryThe former wealth management executive questions the underlying earning power of major banks, while expressing optimism for improving margins in wealth management.
November 20, 2013
Where the World’s Billionaires AreThe worlds ultrawealthy population last year hit a record high, according to a new report from Wealth-X and UBS.
November 15, 2013
Baird Adds to Training, Women’s ProgramsThe broker-dealer's advisor force is less than 15% women; it wants to raise that number via special events, recruiting and other steps.
November 12, 2013
Helping Female Advisors Navigate a Male-Dominated ProfessionWe are losing women in this profession and we do have a gender issue in this profession, Rebecca Pomering of Moss Adams Wealth Advisors said.
November 07, 2013
Women-Owned Advisory Firms Need to Play Catch-UpBetween 1997 and 2013, the number of women-owned firms increased by 59%. But most female advisors still work for an existing firm.
November 05, 2013
Krawcheck, Blayney: Top Financial Mistakes Women Keep MakingWomens biggest mistake is actually being too cautious, says CFP Board's Eleanor Blayney. Sallie Krawcheck listed several others.
October 25, 2013
TDAI’s Kate Healy: Shortages of Women, Next-Gen Advisors IntertwinedSolving one shortage could potentially help solve the other, she says.