Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Bringing Superior Planning to the Fairer Sex
By Warren S. HerschNearly every day, it seems, a new study is broadcast over the wire services proclaiming Americans lack of financial preparedness and the opportunities for advisors to serve them. This situation, sources tell National Underwriter, is particularly pronounced among that half of the American public that has historically taken a less...
May 18, 2012
Ultra-Wealthy Will Transfer $27 Trillion by 2050Inheritors want to be good stewards to family wealth and want to be more involved in investment decisions.
May 18, 2012
What Do Women Earn as Brokers? A Lot Less Than Men DoThe difference in wages for men and women selling securities, except for a few fluctuations, remains stubbornly high over the past 30 years, research shows.
May 16, 2012
Ultra-Wealthy Will Transfer $27 Trillion by 2050Among ultra-high-net-worth investors, it is estimated that $27 trillion will pass from one generation to the next by 2050, a study released May 7 by Morgan Stanley Private Wealth Management and Campden Wealth found.
May 16, 2012
Call for Entries to AdvisorOne’s Top Wealth Manager SurveyRIA firms are invited to participate in the 12th annual Top Wealth Managers survey and ranking, this year with a twist.
May 15, 2012
Americans Lack Understanding, Concern for Disabilities’ EffectsDespite the risks posed by disability in retirement, many Americans dont understand their chances of becoming disabled, a report released May 8 by the American College found.
May 07, 2012
TD Ameritrade to Focus on Women as ‘Growing Financial Force’At FPA Retreat, TD Ameritrade Institutional is supporting the professional development of women advisors and expanding efforts to help independent RIAs market to women investors.
May 03, 2012
Top 10 Wealth Zones With the Most AdvisorsIn the second slideshow on these Wealth Zones, devised by AdvisorOne research, residents also have high incomes but with a lot of advisors among them.