Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
RBC to Help Women Advisors Plan for Their Best Year Ever
By Joyce HansonThe WAFA's theme this year is "plan for your best year ever," says RBC Wealth Management's Mary Zimmer.
July 31, 2012
The Winner’s CircleJust what does it take to be considered an Advisor of the Year candidate? Read on to find out the unique attributes shared by so many advisors weve considered over the years.
July 20, 2012
Cambridge Women Advisors Panel Reveals ‘Secrets of the Rainmaker’The panel of top women advisors touched upon secrets to success, juggling the life/work balance and smashing through possible glass ceilings.
July 20, 2012
7.6% of pregnant women drink (Atlantic)Of the 13,880 pregnant women interviewed during the study, 1.4% reported binge drinking.
July 16, 2012
Adding Values to the Boomer Estate PlanTodays wealthy boomers want to provide financial security for their children and grandchildren, but they also want to be remembered for more than just the money they leave behind.
July 16, 2012
Adding Values to the Boomer Estate PlanTodays wealthy boomers want to provide financial security for their children and grandchildren, but they also want to be remembered for more than just the money they leave behind.
July 13, 2012
Women Are Primary Earners, Not Primary Decision-MakersOver half of women are the primary breadwinners in their households, a survey by Prudential found.
July 13, 2012
Mail that Seminar Invite to the Lady of the HouseAre you currently sending direct mail and seminar invitations to the man in the household?