Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
The Perils of Portability
By Robert L. MoshmanThe 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.
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.
March 08, 2011
Bill Gates’ Philanthropy Costs Him Forbes’ Richest Man TitleWhile Bill Gates is still in the top three, along with Warren Buffett and Carlos Slim, last year’s richest man, he would have topped the list if not for the money he channeled into his foundation.
March 07, 2011
Empowering Women: Corporations and Non-Profits are Pushing for ParityWomen’s contributions to corporate profits and non-profit effectiveness recognized. Will this help bring board parity?
March 07, 2011
Empowering Women: Corporations and Non-Profits Are Pushing for ParityWomen’s contributions to corporate profits and non-profit effectiveness are recognized. Will this help bring board parity?