Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
TDAI’s Kate Healy: Shortages of Women, Next-Gen Advisors Intertwined
By John SullivanSolving one shortage could potentially help solve the other, she says.
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.
October 04, 2013
World’s Top 10 Cities of the Super Rich: 2013Wealth-X releases its annual list of the cities with the most ultra HNW individualsthat's people with at least $30 million in assets.
October 04, 2013
Stop trying to blend inAre your prospects nodding in agreementor just nodding off?