Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Redrawing the Map
By Gil WeinreichA map is a spatial representation of contemporary reality, and as such Ellen Uzelac's cover story “The Shifting Geography of Financial Advice”…
February 19, 2014
Raymond James Program Grooms Associates for Advisor RolesAfter a pilot program, the firm says it will look to train additional client assistants to boost the number of female reps.
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