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 Opens New Trust Company
By Marlene Y. SatterWealth 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.
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.
October 18, 2010
Corporate Boards Need More Women, Investors SayA global group of investors wants to see more women and minorities in senior management, as well.
October 18, 2010
Carson Wealth Management Opens 2 Washington State OfficesCarson Wealth Management Group has opened two regional offices in Washington State. The move signals Carson Wealth's plan to expand with regional offices around the country.
October 18, 2010
Challenges Addressed in Bank Wealth ManagementTo get and keep HNW clients in the bank channel, you need to offer clients transparency and convenience--and build trust between the client and the wealth advisor.