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. 6—Gresham Partners LLC
By Marlene Y. SatterAt No. 6 on the list of Top Wealth Managers: Gresham Partners, a long-haul organization.
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.
August 28, 2012
Insights From the 2012 Top Wealth Managers Survey, Pt. 2: Growing Profitably, but Poor ProductivityIn part two of our analysis of this years Top Wealth Managers, insights into the profitability and productivity challenges of the top firms.
August 27, 2012
Boomer Women Much More Charitable Than Male CounterpartsA new study has found that women born during and before the Baby Boom gave more to charity than their male counterparts.