Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Wealthy Taking More Control of Their Finances, Barclays Finds
By Michael S. FischerU.S. high-net-worth investors have emerged from the recent financial crisis pessimistic about the American and global economies and with less trust in Washington's ability to manage financial crises.
May 14, 2010
Cerulli: Advisors Should Segment ClientsA financial consulting firm says advisors can become more efficient by dividing their clients into segments based on net worth.
May 10, 2010
Penn Mutual: Women Know How They're DoingWomen who believe they make good financial models for their children are significantly more likely than other women to be on track to achieve key financial goals.
May 04, 2010
U.S. Trust, Bank of America Unveils Ad Campaign for Ultra High-Net-Worth MarketU.S. Trust, Bank of America Private Wealth Management rolled out a new advertising campaign aimed at the ultra high-net-worth market on Sunday, May 2.
May 04, 2010
U.S. Trust Unveils Ad Campaign for Ultra-HNW MarketU.S. Trust, Bank of America Private Wealth Management, rolled out a new advertising campaign aimed at the ultra high-net-worth market on Sunday, May 2.
May 03, 2010
The Oracle of Omaha Speaks, Lipper BlogsIt's not often that wealth managers have an opportunity to see or hear the words of the Oracle of Omaha, Warren Buffett, Chairman of Berkshire...
May 03, 2010
WealthManagerWeb Names 50 Top Women in WealthThird annual list chosen by stellar advisory board leads expanded coverage
May 03, 2010
The Oracle Speaks and a Statesman NotesWarren Buffett and Charlie Munger spoke at the BRK annual meeting; A. Michael Lipper shares his notes.