Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
How Do You Define Wealth Management? IMCA Responds
By John SullivanWhat is wealth management, and what do professionals who call themselves wealth managers actually do?
November 05, 2012
Envestnet Brings Holistic Wealth Management Platform to SymetraEnvestnet co-founder Jim Lumberg says the ability to see held-away client assets is a business-building opportunity for advisors.
November 04, 2012
‘Demand for Financial Security Is Colorblind’: FPA Leaders Meeting"America is moving from 'e pluribus unum' to an authentically hybrid nation," a multicultural marketing expert said.
November 02, 2012
Wealth managers talk about the boomer demographicWith 10,000 boomers becoming seniors every day, we spoke with wealth managers and other industry experts to get their thoughts on this important demographic.
November 01, 2012
Mariner Wealth Advisors Announces Partnership With RiverPointMariner CEO Marty Bicknell, who founded the wealth advisory in 2006, was previously a senior vice president of investments at A.G. Edwards & Sons.
October 29, 2012
Advising the Primary Breadwinner: Working With WomenAmple research has been done on the differences in financial behavior between men and women, and today, many financial advisors who are incorporating behavioral finance principles in their practices are taking note of these elements.
October 25, 2012
Geneticists breach ethical taboo by changing genes across generationsResearchers can now manipulate DNA to create changes that can be passed from generation to generation. But should they?
October 23, 2012
Don’t let a binders meme stick to you: 7 ways to say it betterAll those binder-related .gifs and tweets serve as an important reminder: be sure to brand yourself ... before someone else does.