Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Affluent Women Expect Honesty, Transparency From Advisors: Spectrem Report
By Michael S. FischerIt’s hardly a stretch to think that wealthy women want honest, transparent financial advice, but a new report from Spectrem Group backs up that surmise with some powerful numbers.
April 01, 2011
The Perils of PortabilityThe new Portability provision of the 2010 Tax Act allows married couples to transfer a collective $10 million estate with more flexibility with respect to timing--but there has to be a catch.
April 01, 2011
The Social NetworkerDavid B. Armstrong CO-FOUNDER AND MANAGING DIRECTOR, MONUMENT WEALTH MANAGEMENT, LPL FINANCIAL, ALEXANDRIA, VA WHY MONUMENT WEALTH’S PARTNERS PAINTED…
March 25, 2011
CareerBuilder: More Women Perceive Pay and Career Advancement DisparityA CareerBuilder study says perceptions of unequal pay and career advancement opportunities are increasing in the workplace.
March 23, 2011
Take the AdvisorOne 2011 Top Women in Wealth Survey by April 15Join us and make your voice heard in the 2011 Top Women in Wealth Survey.
March 14, 2011
Staying Informed: Five Sites on Earthquakes, Nuclear Plants, TraumaFive sites with good information on the earthquake and tsunami, along with articles to keep current crises in historical context and yourself psychologically healthy after trauma.
March 10, 2011
Forbes Richest List Has More Billionaires Than EverThink the billionaires list compiled by Forbes magazine each year was lofty territory already? Apparently not. This year’s list, the 25th in succession, broke two new records, according to the magazine.
March 09, 2011
Morgan Stanley to Fire 200-300 FAs; Considering New Name for UnitMorgan Stanley Smith Barney is letting several hundred lower-producing advisors go and may drop “Smith Barney” from the unit’s name.