Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Divorcees, Widows Use Advisors More Than Men
By Joyce HansonSixteen percent of divorced women in Spectrems study describe themselves as advisor-dependent, compared with 20% of widows.
June 13, 2012
Northwestern Mutual: Women Cautiously Take Control of FinancesCurrently, women are starting businesses at twice the rate of men, they are more likely to graduate from college and hold a graduate degree and, in many cases, they are the principal decision-makers of household finances.
June 13, 2012
Raymond James, LPL Add Morgan Stanley Advisors as MSSB Grabs Wells TeamTwo teams leave Morgan Stanley to go independent, while another chooses to keep its employee status.
June 12, 2012
Intergenerational Wealth Management: 8 Steps to Becoming a Family AdvisorHow to change your business models to take advantage of the opportunities presented by the coming wealth transfer while serving your clients and their children: a personal and professional approach.
June 05, 2012
What an Apple Store Has That Wealth Advisors WantWealth advisory firms are increasingly standardizing the way they deliver services, much like an Apple store.
June 04, 2012
Researchers Chart Caregiving Gender GapWomen may be a little less confident than men about how disability would affect their homes.
June 01, 2012
Proper Path to Integrated Wealth Management, Pt. 3: 3 Key Wealth Transfer StrategiesHow taking a multidisciplinary team approach can meet your HNW clients needs on estate and gift taxes, in particular, 529 plan gifting, FLPs and intrafamily loans.
June 01, 2012
Morgan Stanley Ups Stake in Smith Barney VentureMorgan Stanley currently has a 51% interest in Morgan Stanley Smith Barney Holdings LLC, and plans to add another 14 percent of its shares.