Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Northwestern Mutual: Women Cautiously Take Control of Finances
By Michael K. StanleyCurrently, 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 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.
May 31, 2012
Bringing Superior Planning to the Fairer SexNearly 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 19, 2012
Creating Wealth Isn’t Quick or Easy. So Why Do So Many Think Otherwise?An important part of our job as advisors is to separate fact from fiction for our clients; a (market) picture can be worth a million words.
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.