Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
TD Ameritrade Wants More Women Advisors and Investors
By John SullivanTD Ameritrade has launched an effort to aid in the development of women advisors. ‘We’re moving in the right direction'--but slowly, says Tom Bradley.
May 09, 2011
Women undervalue their own worth, says surveyWomen tend to underrate the monetary value of what they do in the home, which has serious consequences when trying to formulate the proper life insurance coverage. That was the finding and analysis from a survey sponsored by Penn Mutual Life Insurance Co.
May 09, 2011
Women undervalue their own worth, says surveyWomen tend to underrate the monetary value of what they do in the home, which has serious consequences when trying to formulate the proper life insurance coverage. That was the finding and analysis from a survey sponsored by Penn Mutual Life Insurance Co.
May 09, 2011
BofA's Krawcheck Busts Wealth Management 'Myths,' Warns About RealitiesSallie Krawcheck, president of BofA's Global Wealth and Investment Management unit, is on a mission to debunk what she says are “myths” about the wealth management industry.
May 03, 2011
Survey finds women undervalue themselvesA Penn Mutual Life Insurance survey, just in time for Mother's Day, has found that women, single and married, continue to underestimate the value of the work they do at home -- a habit that can have serious financial repercussions.
May 02, 2011
Citibank Survey: Half of Americans Believe They’re on Upwardly Mobile TrackFully 50% of Americans believe they will be “upper middle class” or “well off” in five to 10 years, even though only 16% currently describe themselves in those terms, according to the latest quarterly Citibank Economic Pulse survey issued Friday.
April 28, 2011
U.S. Bank Re-Brands Ultra-HNW GroupAscent Private Capital Management is being led by former-Wells Fargo executive Michael Cole.
April 19, 2011
U.S. Trust Survey Points to Gaps in Advisor Service to Wealthy AmericansEstate, wealth transfer, next generations not being financially nurtured; creating opportunity for holistic wealth managers.