Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
What’s Jeff Gundlach Thinking; Keep Clients Engaged; Advising Divorcing Women: October Investment Advisor—Slideshow
By Editorial StaffJeff Gundlach has made quite a name for himself. He shares his rock-star strategy with Editor-in-Chief John Sullivan in the October issue of Investment Advisor.
September 25, 2012
Madame Ex: Advising ‘Gray Divorcees’We all know the clich of the older divorcing couple: The husband, in the throes of a midlife crisis, dumps his aging wife for a younger cutie. But Boomers are turning this clich on its head.
September 24, 2012
Ron Carson Launches New Firm to Partner With Advisors, With 3 Big Partners of Its OwnCarson Institutional Advisory has TD Ameritrade, Envestnet, LPL as allies and will provide investment management, marketing and technology services to advisors without upfront charges or long-term commitments.
September 24, 2012
What you (still) don't know about selling to womenWomen are masters at giving and seeking advice. So why do so many of them still need a financial advisor?
September 24, 2012
Inside one woman's focused, forward-thinking practiceRebecca True is among a new breed of women advisors who have added a powerful voice to a male-dominated industry.
September 24, 2012
What you (still) don't know about selling to womenWomen are masters at giving and seeking advice. So why do so many of them still need a financial advisor?
September 12, 2012
The Top Wealth Managers 2012 Profiles: No. 4—Circle Wealth Management LLCAt No. 4 on the list of Top Wealth Managers: Circle Wealth Management, a group that searched for a new model, then created it.
September 12, 2012
BNP Paribas to Boost Wealth Management in U.S.The banks plans in the U.S. are part of a broader strategy to expand in smaller markets like Turkey, Poland and Morocco.