Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Barclays Wealth Adds 7 Advisors, 1 Branch Manager
By Janet LevauxAdvisors and branch manager join from UBS, Bernstein, Wilmington Trust, JP Morgan and Hotchkiss
November 05, 2010
Barclays Wealth Opens New Trust CompanyWealth manager and advisor Barclays Wealth announced Friday that it had opened Barclays Wealth Trustees (U.S.), NA, a new national U.S. trust company headquartered in Delaware.
November 01, 2010
Barclays Boosting Advisor, Exec ForceBarclays Wealth said recently that it hired three executives from rival firms, including Donald Gershuny, formerly a BofA general counsel, who joined Barclays Wealth as general counsel for the Americas.
October 27, 2010
At Schwab Impact, Women at the ForefrontAt the Schwab Impact kickoff in Boston, women took center stage at a discussion on Tuesday evening of the economy and markets and what investors should do now.
October 25, 2010
Brokers International hosts conference for womenMore than 50 independent women insurance professionals attended the 2010 WOMAN(TM) Forum, Sept. 29-Oct.1, in Kansas City, Mo, which was hosted by Brokers International Ltd. Click on the headline to read the full story.
October 22, 2010
BNY Mellon Wealth Management Offers Multimanager Large Cap StrategiesBNY Mellon Wealth Managementhas rolled out two large cap strategies in a multimanager format aimed at helping its clients succeed in what it calls "The Most Critical Decade."
October 20, 2010
Neuroscience is where it's at, babyScience can't stand ignorance; to science, ignorance is a vacuum to be filled.
October 20, 2010
What Advisors Need Today; What the Profession Needs TomorrowAdvisors' biggest concern: getting clients today, getting new advisors tomorrow.