Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Majority Report: A New Approach to Advising Women
By Olivia MellanThe journey to engage women more fully with their money has been a long and, so far, not very successful one. Studies continue to show...
July 23, 2010
Jeff Spears Reveals the 'Zero Sum Game:' The Weekend InterviewJeff Spears, CEO of Sanctuary Wealth Services, says the firm was founded to address the sea change in wealth management from brand-name wealth managers to an independent business model that serves clients as well as advisors.
July 23, 2010
Top Wealth Managers AnnouncedWealthManagerWeb.com reveals the 2010 Top Wealth Manager Rankings. Full coverage of the survey results includes Philip Palaveev's exclusive Special Report and Analysis, articles, and profiles of firms.
July 02, 2010
Top Wealth Managers 2010 Rankings, Analysis, Profiles Next WeekWealth Manager's research on the top RIA firms in America to reveal rankings, trends, concerns and a new database.
June 24, 2010
Study Finds Income Gender Gap Among AdvisorsA recent report from the American College found that while income increases for both financial advisors throughout their careers, it increases at a lower rate...
June 23, 2010
"Sharing is the heart of MDRT"Guy E. Baker, MSFS, CLU, addresses attendees at last week's MDRT annual meeting in Vancouver.
June 23, 2010
Merrill-Capgemini World Wealth Report Shows High Net Worth Individuals Recouping 2008 LossesThe world's richest people regained their wealth in 2009, nearly recouping all 2008 losses, Merrill Lynch and Capgemini said in a World Wealth Report released June 22.
June 22, 2010
Unemployment for seniors still rising7.1% - Unemployment rate in May for workers 55 and older, up from 7 percent in April.