Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
High-End Service
By Jane Wollman RusoffOpus Group at Morgan Stanley Smith Barney; San Francisco; AUM: $4 billion. Grant W. Lee, DIRECTOR of WEALTH MANAGEMENT, SENIOR INSTITUTIONAL CONSULTANT, CORPORATE CLIENT GROUP DIRECTOR. Tony daRoza,...
September 21, 2009
To Reach Women, Aim WellHow can a National Association of Insurance and Financial Advisors member build a successful practice catering to women?
September 08, 2009
New: Wealth Manager InsightWelcome to the inaugural issue of Wealth Manager Insight, our new weekly eNewsletter, bringing you the thought-provoking articles you are familiar with from Wealth Manager magazine and the additional need-to-know information that matters.
August 18, 2009
Curian Adds Holdings ViewerA managed accounts vendor has come out with a tool that advisors can use to help clients review and analyze their investments.
August 12, 2009
Fed Leaves Rates Ultra Low, Continues Quant EasingThe Federal Open Market Committee announced after its August 12 meeting that it believes that "economic activity is leveling out"--presumable that means the free fall is abating.
August 05, 2009
"Worth" calculator shows women their valueWomen who take an active role in planning their financial future have better self-confidence and are more likely to attend to their health and well being, according to a study.
August 05, 2009
"Worth" calculator shows women their valueWomen who take an active role in planning their financial future have better self-confidence and are more likely to attend to their health and well being, according to a study.
August 01, 2009
MS-SB Makes Push for More Female FAsMorgan Stanley Smith Barney says it has launched the Women Financial Advisors Forum online for women interested in becoming financial advisors at Morgan Stanley Smith...