Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Q&A with James R. Veal: A Role Model, Part 2
By Maria WoodThere are few African-American advisors working in the financial industry today. James R. Veal wants to change that.
November 22, 2011
Top 10 Super Rich European CitiesDespite the recent debt crisis and austerity striking Europe, there are still plenty of super wealthy people out there.
November 21, 2011
A Woman’s World?In a post-feminist workforce that is increasingly run by women, the question persists: Are men and women really treated as equals?
November 10, 2011
Wells Fargo’s New HNW Brand Could Make Sense, Expert SaysConsultant Chip Roame tells AdvisorOne he believes the bank-focused model could serve a limited number of wealthy individuals, families and businesses.
November 09, 2011
First Annual LifeHealthPro Industry SurveyAs the stock market dips and dives in a capricious fashion, seniors seek the security products like annuities and life insurance can give them.
November 01, 2011
Wealthy Parents: Money Talk With Kids Key to Future SecurityWealthy parents appear to be about as hesitant to discuss money issues with their children as many parents are to discuss the birds and the bees.
October 31, 2011
How to sell to women…and men (Part 1)Are gender differences between your prospects and clients really important? Only if you want to increase your income.
October 28, 2011
Barclays Adds 6 Advisors, 2 From BofABarclays Wealth said Friday that it recently hired six advisors, including one from Merrill Lynch and one from BofA-U.S. Trust in New York, Boston, Dallas and Miami.