Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Mark Hurley on the Value, or Lack Thereof, of Your Practice
By James J. GreenMark Hurley created a firestorm of criticism and soul-searching with a paper he co-wrote while at Undiscovered Managers in 1999.
June 11, 2010
Five ways to generate leadsA sampling of tips from our 100 best sales and marketing tips.
June 09, 2010
Web Seminar Preview: Five Things You May Not Know About Women and WealthWealth Manager's 50 Top Women in Wealth are changing Wall Street in ways that may surprise you.
June 07, 2010
You Go, Guy (Advisors)!An advisor recently e-mailed me regarding my June Investment Advisor column "Venus Rising" about Eleanor Blayney's new book "Women's Worth" on advising the underserved professional...
June 04, 2010
Barclays Hires Merrill Veteran Steve Houston as a Wealth Management ChiefBarclays Wealth has named a new head of its wealth management efforts in the Americas, former Merrill Lynch executive Steve Houston.
June 03, 2010
Barclays' New Wealth Management Exec: Steve Houston, a Merrill VeteranBarclays 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 02, 2010
Raymond James Women's FA Network Taps Spinelli as New DirectorRaymond James hopes to boost program and the number of female advisors; it has 4,523 advisors, and 630 - or 14 percent -- are women.
June 02, 2010
Raymond James Women's Advisor Network Taps Spinelli as New DirectorNicole Spinelli was named director of the Raymond James Network for Women Advisors, the company said. She succeeds Karen Julien, branch manager of the Raymond James...