Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Esther Stearns: LPL’s ‘Out-of-the-Box’ Tech Guru—Top Women Extended Profile
By Janet LevauxSchwab’s Dawn Lepore mentored Stearns, she tells AdvisorOne, helping to pave the way for her managerial success
July 07, 2011
Sallie Krawcheck: BofA’s Wirehouse Wonder—Top Women Extended ProfileKrawcheck’s experience as a leader at two wirehouse firms has made her the respected voice of the channel’s strengths and its interests
July 07, 2011
Margaret Starner: A Raymond James ‘Maverick’—Top Women Extended ProfileA pioneer in financial planning, Starner tells AdvisorOne she also networked with other women advisors early on, and remains an advocate.
July 05, 2011
Rosie Rios: Crossing Borders and Boundaries—Top Women Extended ProfileBeing Treasurer of the U.S. is just one way Rios influences citizens young and old, male and female.
July 05, 2011
Phyllis Borzi: Not the Standard Path to Success—Top Women Extended ProfileHead of Labor’s EBSA tells AdvisorOne she followed her father’s advice, to “play by the rules even when others do not.”
July 05, 2011
Elizabeth Warren: Beacon of Hope, or Lightning Rod?—Top Women Extended ProfileHer leadership of the CFPB may well affect all American consumers and the companies—and advisors—who want their business.
July 05, 2011
50 Top Women in Wealth 2011: Extended Profiles CalendarIn-depth looks at the accomplishments and influence of some key members of an already elite group.
July 05, 2011
Why a List of the 50 Top Women in Wealth?Recognizing accomplished women in and around wealth management is both appropriate and important.