Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Start Planning Now for a Happy New Year
By Kristen LukeOctober through December is an excellent time to review your existing marketing activities and create a new plan so you can hit the ground running in January.
October 01, 2011
A Study in Diversity: WomenThis month, Senior Market Advisor launches its series about how diverse groups are making inroads in the industry. We start with women advisors (and women clients).
September 30, 2011
A Study in Diversity: WomenThis month, Senior Market Advisor launches its series about how diverse groups are making inroads in the industry. We start with women advisors (and women clients).
September 27, 2011
Majority of Wealthy Families Unprepared for Wealth Transfer: SEI SurveyWhile wealthy families agree that their wealth is a 'catalyst for family success, many dont have a plan or strategy in place to transfer their wealth to future generations, according to a recent SEI survey.
September 16, 2011
Schwab’s Clark: Firm Rolling Out Ad Campaign Touting Advisors—Weekend InterviewBernie Clark of Schwab Advisor Services says custodian will show support for RIAs through multimedia marketing campaign featuring videos of successful advisors.
September 13, 2011
Women Hit Harder by Public Sector Job LossesThe public sector has shed 581,000 jobs since December 2008, and women account for 81% of those who lost their positions, according to a new analysis released Friday by the Institute for Womens Policy Research.
August 31, 2011
Top 10 Asian Millionaire Nations by 2015Asia will more than double the number of millionaires currently in the region, with just China and India accounting for more than 40% of global economic growth for 2011 and 2012. So says a new report from Swiss banking firm Julius Baer.
August 30, 2011
WOMAN announces Fall ForumThe Women's Mentoring Agent Network (WOMAN) will hold its Fall Forum on Oct. 21 at the MGM Grand Las Vegas. For more information, click the headline.