Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Barclays Boosting Advisor, Exec Force
By Janet LevauxBarclays 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 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.
October 13, 2010
AARP: Many Women Skimp on LTC PlanningOnly 23% of the women who participated in a recent survey seemed to understand that they would have to start out using personal savings to pay for long term care, AARP says.