Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Time for a Transition (III): Niche Marketing
By Marie SwiftOne way to expand your existing practice is to target a market, which is what financial advisor Sammie Gatti did in Dallas by going after women working for Texas Instruments.
November 04, 2009
Geena Davis addresses MassMutual Women's ConferenceGeena Davis, actress and founder of the Geena Davis Institute on Gender in Media, addresses attendees at MassMutual's 4th Annual Women's Conference, Oct. 21-22 in San Antonio.
October 28, 2009
WIFS honors Emily VinerWomen in Financial Services (WIFS), a national professional association representing women in the insurance and financial services industry, accorded Emily Viner of The Guardian Life ...
October 26, 2009
Global Standards for Wealth ManagementWhile some groups are focused on the re-regulation of financial services here in the U.S. one has gone a step further, creating a global entity, The Institute for Wealth Management Standards (IWMS).
October 15, 2009
Tuning in and logging offBoomers started the sexual revolution and the women's movement, but when searching for information, they're a traditional bunch. A study from Pew Research Center found...
October 08, 2009
The Fiduciary IssueIn a Wealth Manager Webinar, SIFMA's Kevin Carroll and The Committee for the Fiduciary Standard's Knut A. Rostad discuss the differences between SIFMA's proposed "federal fiduciary standard" and the "authentic fiduciary standard."
October 07, 2009
Merrill 'Bringing Back the Bull,' Says Sallie KrawcheckBank of America re-introduces Merrill Lynch in major ad campaign, cites "the importance of culture."