Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Talk to Me: A Guide to Advising Women and Couples
By James J. GreenSusan Hirshman GOT the motivation to write her new book--Does This Make My Assets Look Fat?: A Woman's Guide to Finding Financial Empowerment and Success...
August 17, 2010
U.S. Trust Adds Wealth Management Executives in Northeast RegionU.S. Trust has appointed three executives to its northeast division, the firm announced Tuesday.
August 17, 2010
U.S. Trust Add Wealth Management Executives in Northeast RegionU.S. Trust has appointed three executives to its northeast division, the firm announced Tuesday.
August 02, 2010
Jobs, Earnings, the Fed and Treasury Speak: Advisor Briefing for the Week of August 2, 2010What's happening this week.
August 01, 2010
Eleanor BlayneyThe fourth of four girls, Eleanor grew up in a "very traditional" family with a prosperous lifestyle. After graduating from Mount Holyoke, the nation's first...
August 01, 2010
Peg DowneyOne of four girls in a low-income family, Peg had her future changed by her eighth-grade math teacher. "She asked who would go to college,...
August 01, 2010
Where Direction$ Is HeadedTrailblazers Peg Downey, Eleanor Blayney, and Elizabeth Jetton want to change the atmosphere and conversation to "get women into the room" for financial planning. Through...
August 01, 2010
Four Things Advisors Should Know About Women1. Women need to know if they have enough money "Women are far more likely to make a testamentary gift than a lifetime gift. They're afraid...