Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Financial Literacy Gender Gap Widening in Some Areas
By Danielle AndrusWomen significantly lag men in basic money management and investing, the report found.
June 12, 2012
Intergenerational Wealth Management: 8 Steps to Becoming a Family AdvisorHow to change your business models to take advantage of the opportunities presented by the coming wealth transfer while serving your clients and their children: a personal and professional approach.
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.