Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Barclays' New Wealth Management Exec: Steve Houston, a Merrill Veteran
By Janet LevauxBarclays Wealth, which bought part of Lehman Brothers in 2008, now has about 250 advisors in the Americas, and a total of 1,680 FAs worldwide.
June 01, 2010
The Wisdom of Dr. ButlerOn Alzheimer's: "It's the most common form of dementia, but there's no evidence that it's more frequent than before. It's simply that more people are...
May 28, 2010
Wealthy Taking More Control of Their Finances, Barclays FindsU.S. high-net-worth investors have emerged from the recent financial crisis pessimistic about the American and global economies and with less trust in Washington's ability to manage financial crises.
May 19, 2010
How to sell to womenIt's important to recognize the differences and implement strategies that make the most out of your client interaction, no matter what the gender.
May 19, 2010
How to sell to womenIt's important to recognize the differences and implement strategies that make the most out of your client interaction, no matter what the gender.
May 14, 2010
Cerulli: Advisors Should Segment ClientsA financial consulting firm says advisors can become more efficient by dividing their clients into segments based on net worth.
May 10, 2010
Penn Mutual: Women Know How They're DoingWomen who believe they make good financial models for their children are significantly more likely than other women to be on track to achieve key financial goals.
May 04, 2010
U.S. Trust, Bank of America Unveils Ad Campaign for Ultra High-Net-Worth MarketU.S. Trust, Bank of America Private Wealth Management rolled out a new advertising campaign aimed at the ultra high-net-worth market on Sunday, May 2.