Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
How Raymond James Boosts Female Advisors
By Janet LevauxAs women make strides at the firm as advisors, one group discusses what else needs to be done to boost their role and numbers in wealth management.
October 08, 2012
Annuity marketing and the issue of genderHow do advisors approach men and women clients differently when it comes to discussing financial matters?
October 01, 2012
Dallas Fed Official on ‘Wyle E. Coyote’ EconomyThe Federal Reserve Bank of Dallas came to San Antonio on Saturday for a session on how we got to where we are in the economic crisis, and whats next for the recovery.
September 30, 2012
Woman PowerAs my bare feet pad across the hardwood floor, it doesnt take a guru to figure out that Im not like the others. My teacher and the other 11 students are all women.
September 30, 2012
How do you feel about working with a female advisor?I wouldnt mind that at all. I think its far more important what a persons skills are than their gender.
September 30, 2012
Her Aim Is TrueRebecca True is among a new breed of women advisors who have added a powerful voice to a male-dominated industry. Though she markets her services mostly to women business owners and executives, all advisors can learn from her approach.
September 30, 2012
A Study in Diversity: What Women WantThere are fundamental differences between how men and women view retirement planning.
September 26, 2012
Why 6 female producers love their jobsIt's no surprise these six women love their jobs: They've helped build some of the best agencies in the business.