Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
2011 Top Wealth Managers: Staffing and Survey Conclusions
By Philip Palaveev and Jonathan McQuadeOne sign of the top firms: by focusing on more profitable relationships, they were able to reduce staffing expenses and increase efficiency.
August 03, 2011
2011 Top Wealth Managers: State of the IndustryThe wealth management industry has recovered since the financial crisis by nearly every metric, but growth is slow and caution is in the air.
July 29, 2011
Want Affluence? Career Choice Matters Most, Study FindsThe most important factor in determining an individual’s future wealth is not how much he saves or how little he spends; it’s how he makes his money.
July 28, 2011
Equal TimeIn the news section of this month’s issue, you’ll see the listing of AdvisorOne’s 50 Top Women in Wealth.
July 28, 2011
Marilyn Capelli Dimitroff: Influencing the Profession—Top Women Extended ProfileMarilyn Capelli Dimitroff has been a groundbreaker and a role model, but perhaps her greatest influence is in the financial planning profession itself, where she presided over some of the major standards that shape the way planners do business.
July 27, 2011
HoyleCohen Launches Wealth Practice for HNW WomenSan 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 27, 2011
50 Top Women in Wealth, Wealth Partners & Academics: Krawcheck, Mitchell—SlideshowWhile all 50 honorees of the 50 Top Women in Wealth for 2011 deserve recognition for their accomplishments and leadership, as we have done each year since the 50 Top Women’s inception, we are taking some extra time to look at certain members of the list, this year grouped by...
July 26, 2011
Hispanics Suffer Most in Wealth Decline, Pew SaysHousehold wealth fell far more sharply among minorities than in white households, according to data analyzed by the Pew Research Center, with Hispanics taking the brunt of losses.