Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Barclays Reports Profit for 2009
By Kate McBrideBarclays reported a profit for 2009, helped by the sale of its Barclays Global Wealth (iShares) unit to BlackRock.
January 13, 2010
Novarica: Profiting From Social Networking Takes WorkWealth management firms should be taking a more disciplined approach to using social networking technology.
January 12, 2010
Novarica: Profiting From Social Networking Takes WorkWealth management firms should be taking a more disciplined approach to using social networking technology.
December 31, 2009
Try a "circle of friends" event to build referralsIs there anything new out there for producers to build their sales? Or is it all "tried and true?"
December 01, 2009
Top Wealth Managers Quarterly PulseWealth Manager takes the pulse of the wealth management business with the Top Wealth Managers Quarterly Pulse Survey--results for the third quarter of 2009.
December 01, 2009
The Pulse QuickensBelow is the inaugural Top Wealth Managers Quarterly Pulse Rankings from WealthManagerWeb.com. The popular Top Wealth Managers survey and rankings are expanding from an annual...
November 26, 2009
Boomers won't have to work foreverThat's the conclusion from a new paper from the National Bureau of Economic Research. The paper found that early boomers have only slightly more than...
November 26, 2009
Boomer women less optimistic, more resilientNearly 80 percent of women feel that the older they get, the more resilient they become, according to a recent survey from VibrantNation.com. "Boomer women are...