Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
HoyleCohen Launches Wealth Practice for HNW Women
By Joyce HansonSan Diego, Calif.-based wealth management firm HoyleCohen has announced the launch of Wealth by Design for Women, a practice focused on women in transition such as recent divorcees and widows as well as entrepreneurial and professional women.
July 25, 2011
50 Top Women in Wealth, the Regulators: Bair, Schapiro, Warren—SlideshowWhile all 50 honorees of the 50 Top Women in Wealth for 2011 deserve recognition for their accomplishments and leadership, we are taking some extra time to look at certain members of the list, this year grouped by the major roles they play in wealth management.
July 25, 2011
Mary Callahan Erdoes: Learning, and Teaching, by Example—Top Women Extended ProfileMary Callahan Erdoes is known for working hard and standing up for what she believes.
July 25, 2011
Advisors: Clients’ Gender Clue to Understanding Financial BehaviorWhether or not they believe that men are from Mars and women are from Venus, financial advisors who want to better understand their clients’ financial behavior could be well-served to take gender into account.
July 21, 2011
Donna Levy: Becoming the Solution, Filling the Need—Top Women Extended ProfileDonna Levy turned hard times as a child into a life's work helping clients through her understanding of money.
July 21, 2011
Michelle Clayman: Knowledge Is Power—Top Women Extended ProfileMichelle Clayman went from the traditions of Oxford to using research to further socially responsible investing and women's issues.
July 13, 2011
Top 10 Wealthiest U.S. Cities for 2011A study shows that the number of HNW individuals, benefiting from stocks and commodities, keeps growing in these 10 U.S. cities.
July 13, 2011
Olivia Mitchell: Helping Women Improve Their Financial Literacy—Top Women Extended ProfileWharton professor, researcher and mentor tells AdvisorOne that her focus is on the next generation.