Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Giving Clients Right Message on Growth vs. Contributions
By Mike PattonAfter running the numbers, proof that savingand more savingis in a clients best interests.
January 19, 2012
Elite Global Consumers Grow More Conservative: Futurewealth ReportWealth creators around the world are less confident about their ability to make money this year, according to a report released Tuesday by Scorpio Partnership as part of its ongoing Futurewealth Project.
January 18, 2012
Retirees See Betty White as Top Role Model (Reuters)Today's retirees are positive about their future, independent-minded ... and they want to be like Betty White.
January 18, 2012
Registrations Rise for TD Ameritrade Institutional’s Conference, Says BradleyRegistrations for TD Ameritrade Institutionals 2012 National Conference are up from last year, says Tom Bradley, the firm's institutional president, helped by the presence of some high-profile speakers like Vice President Dick Cheney and former head of the FDIC Sheila Bair.
January 16, 2012
DI: Baby Bust OverFindings in a new report by Demographic Intelligence signal that the birth rate is rising; a welcome sign for insurance companies.
January 15, 2012
Why Genderalizations Make Sense for Female Entrepreneurs (Fast Company)Is it unfair to say that women bring different skills to business than men? Jean Brittingham says its not.
January 10, 2012
American College: Business Owners Favor Advisors of Same GenderSmall business owners prefer to speak to financial advisors of the same sex, with men exhibiting a stronger gender bias than their female counterparts, according to a new study.
January 10, 2012
American College: Business Owners Favor Advisors of Same GenderSmall business owners prefer to speak to financial advisors of the same sex, with men exhibiting a stronger gender bias than their female counterparts, according to a new study.