Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Women undervalue their own worth, says survey
By Maria WoodWomen 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 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.
April 15, 2011
Affluent Women Expect Honesty, Transparency From Advisors: Spectrem ReportIt’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 06, 2011
Take the Annual Top Wealth Managers SurveyFrom AdvisorOne: The 11th Annual AdvisorOne Top Wealth Managers Survey is open, now through May 11
April 06, 2011
Top Wealth Managers Quarterly Pulse Part 1: Healthy AgainBest annual growth rate since 2007, reports the AdvisorOne Top Wealth Managers Quarterly Pulse, Fourth Quarter 2010.