Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
The Top Wealth Managers 2012 Profiles: No. 4—Circle Wealth Management LLC
By Marlene Y. SatterAt No. 4 on the list of Top Wealth Managers: Circle Wealth Management, a group that searched for a new model, then created it.
September 07, 2012
Top 5 Super PAC Backers for Democrats, GOP by Share of Net WorthEntrepreneurs and financiers abound on the list, but the ultrahigh-net-worth donor who has given the biggest share of his cash to super PACs is a comedian and talk-show host.
September 04, 2012
4 Merrill Teams Go Indie With More Than $1BThe breakaway brokers join HighTower and Dynasty Financial in the West.
August 30, 2012
As Window Closes, 4 Key Points on Wealth TransfersBecause of the time required to design and implement a wealth transfer strategy, dont let clients wait until the last minute.
August 29, 2012
Insights From the 2012 Top Wealth Managers Survey, Pt. 1: What Makes a Firm ‘Top’?In the overview of our analysis of this year's Top Wealth Managers, insights into a changed industry.
August 29, 2012
Boomers Speak Out About Women AdvisorsWe spoke with a group of boomer clients to get a better picture of what they think about working with a woman advisor.
August 29, 2012
Where Will Your LTCI Clients Die?Federal agencies have published a special statistical feature on Americans' last days.
August 29, 2012
Where Will Your LTCI Clients Die?Federal agencies have published a special statistical feature on Americans' last days.