Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Still in the Boys' Club
By Michael K. StanleyIn this work it is not only necessary to have a knowledge of human nature and tact but the power of imparting information. One of the first things to realize when taking up the business is that no womanly qualities are to be eliminated, we want the very truest kind...
March 01, 2012
Facebook Eyed By Banks For Preferred Customer Treatment, Rewards (Huffington Post)Banks are thinking about giving rewards to certain Facebook customers.
March 01, 2012
Greater Female Representation Pays Off for the Financial Services IndustryWere in a relationship business and women are good at relationships; so it should come as no surprise that, when given the opportunity, women succeed at all levels of the financial services industry.
February 24, 2012
Where Are the New Advisors?Where in the world are the industrys new financial advisors coming from?
February 22, 2012
The Gender TrapThe World Economic Forums recent Global Gender Gap Report notes that 85% of the 135 countries surveyed in 2011, Saudi Arabia included, have made progress in the past year toward gender equality.
February 16, 2012
Women Value Financial Self-Reliance: MetLifeWomen of all ages are placing a higher priority on self-reliance in finance, according to a report released Thursday by MetLife Mature Market Institute.
February 09, 2012
Barclays Wealth Grabs 8 FAs From Wells, Morgan, GoldmanThe reps will work in the Los Angeles and Chicago offices after moving over from Credit Suisse, Goldman Sachs, Morgan Stanley and Wells Fargo.
February 07, 2012
Challenge of the Sexes: Big Differences on Financial PlanningGender differences influence how women and men approach financial decision making and succession planning, according to a new white paper released by Barclays Wealth Female Client Group.