Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
50 Top Women in Wealth Management for 2010
By Kate McBrideSelected by an advisory board of distinguished women involved in the wealth management business, the list of the 50 Top Women in Wealth Management...
April 29, 2010
Vanity thy name is boomerThe recession may have made thrift fashionable, but for boomer women, there's no trading down when it comes to skin care. A new report from...
April 29, 2010
Mid-Income Women Struggling Financially: LIMRAOver half of middle-income women feel dissatisfied with their current financial situation and uncertain about their future financial needs, according to a new survey on reaching women customers.
April 20, 2010
Two tips to survive a bad economyAlmost any industry can make customer follow-up phone calls, but very few companies and people actually do it with any consistency and regularity.
April 20, 2010
Trone Says Ultra-High-Net Worth Embracing 'Fiduciary-Like' StandardsWealth management standards out for public comment
April 12, 2010
Baird Grabs Smith Barney FA; Will Head New Portland OfficePerez has 29 years of industry experience, 23 of which were in branch-management roles at Smith Barney, Shearson Lehman Brothers and E.F. Hutton in Oregon and Northern California.
April 08, 2010
U.S. IPOs Increased in Q1 2010The number of U.S. initial public offerings (IPOs) surged in the first quarter compared with activity in Q1 2009, according to Hoover's.
April 06, 2010
Boomer women spend their money onlineWhen it comes to working with boomer women, it's all about service. A survey by VibrantNation found that 13 percent of women only make clothing...