Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Boomers to inherit more than $11 trillion
By Ginny KiplingAccording 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 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.
December 07, 2010
Barclays Wealth Adds 7 Advisors, 1 Branch ManagerAdvisors and branch manager join from UBS, Bernstein, Wilmington Trust, JP Morgan and Hotchkiss
November 16, 2010
Senate to Vote on Paycheck Fairness ActThe bill would require employers to demonstrate that wage differences between men and women doing the same work have a business justification.
November 16, 2010
Former FPA Lobbyist Thompson Joins Fiduciary360Thompson "has demonstrated over the years an ability to successfully advocate on complicated fiduciary and regulatory issues impacting advisors and investors."
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.