Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
The 50 Top Women in Wealth: The 2011 Honorees
By Staff WriterFrom the Capital to capital; from Wall St. to Main St., the power and influence of women in wealth management is growing. Our annual list.
July 01, 2011
Barclays Wealth Adds 6 FAs from Merrill, Morgan Stanley & GoldmanThe new advisors join Barclays Wealth with about $1.1 billion in assets and $26 million in trailing 12-month fees and commissions.
June 24, 2011
Where Are World’s Millionaires? Asia Jumps Into No. 2 SpotLooking for the world’s wealthy? Go east, young man. That’s the conclusion of the Capgemini-Merrill Lynch annual survey of high-net-worth individuals.
June 22, 2011
Advisors’ Missed Opportunities With a Key Client Group: WomenA gender gap in financial knowledge signals opportunities for advisors with a group whose control of wealth is growing. The issue explained; strategies suggested.
June 20, 2011
Big Gender Gap in Financial Knowledge, ConfidenceWomen still significantly lag behind men in their knowledge and confidence in virtually all areas of finance, even though the gap has narrowed since 2010, according to a report released June 15 by Financial Finesse.
June 18, 2011
Advisors: Fall marketing starts todayThe summer slowdown provides an excellent opportunity to focus more energy on marketing and to plan for the fall when "life returns to normal." Here are three things to work on this summer to prepare for September and the 4th quarter.
June 17, 2011
BofA’s Krawcheck Tells Women: No Risk, No Reward in InvestingFinal part of Merrill webinar series points to ways that women can bolster retirement income.
June 16, 2011
Women Lag in Financial Knowledge and Confidence Gender Gap: StudyWomen still significantly lag behind men in their knowledge and confidence in virtually all areas of finance, even though the gap has narrowed since 2010, according to a report released Wednesday by Financial Finesse.