Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Mariner Wealth Advisors Acquires CBIZ Wealth Management
By John SullivanCBIZ to be rebranded under the Mariner name within a year.
January 01, 2011
Wall Street’s First WomanVictoria Claflin Woodhull (1838-1927) led a weird, tumultuous life, marked by wild ups and downs, scandal and acclaim and the distinction of being, among…
December 21, 2010
Boomers to inherit more than $11 trillionAccording to Metlife's Study of Inheritance and Wealth Transfer to Baby Boomers, there may be a glimmer of hope for baby boomers, many financially burdened, who could possibly inherit more than $8 trillion, mostly from parents and grandparents.
December 21, 2010
Boomers to inherit more than $11 trillionAccording to Metlife's Study of Inheritance and Wealth Transfer to Baby Boomers, there may be a glimmer of hope for baby boomers, many financially burdened, who could possibly inherit more than $8 trillion, mostly from parents and grandparents.
December 21, 2010
A ‘Secular’ Bull Market for Women and Wealth, Say BofA-Merrill EconomistsNew report suggests that a ‘long on women’ investing approach will benefit companies that cater to women.
December 14, 2010
Top States With Wealthiest Americans; California Is No. 1More than half of the nearly 55,000 ultra high-net-worth individuals in the U.S. live in just five states, according to the latest Intelligence Briefing published Monday by Wealth-X.
December 13, 2010
Women Likelier Than Men to Support Most Types of CharitiesWomen are significantly more likely than men to give to almost every type of charitable cause and are equally likely to support the rest, after controlling for education, income and other factors that influence giving, according to new research.
December 07, 2010
Dynasty Financial Launches Best-in-Class Wealth Management PlatformDynasty Financial Advisors has rolled out a comprehensive platform of best-in-class wealth management solutions, tailored for independent financial advisors serving wealthy clients with sophisticated needs, the firm announced Monday.