Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Merrill Lynch Advisors Top Latest Female-Advisors List
By Janet LevauxMerrill Lynch Global Wealth Management says that 35 of Barron's "Top 100 Women Financial Advisors" list are members of the firm (including advisors with Banc of America Investment Services).
May 21, 2009
McKinely Carter Merges With NetWorthA West Virginia wealth management firm has expanded into western Pennsylvania.
May 18, 2009
Court Issues Pension RulingThe U.S. Supreme Court ruled today that women cannot claim retroactive pension credit for work time lost in the days before it became illegal to discriminate against pregnant women.
May 11, 2009
Are your clients cutting you loose?73% -- Percentage of high-net-worth investors who say they are getting advice from a professional advisor, compared with 67 percent last year.
May 01, 2009
Women of InfulenceIn a field where they make up barely 25% of practitioners, women in wealth management are changing the style and tone of the profession. Securities...
May 01, 2009
Soapbox: A Modest Proposal for Wealth ManagersIn "A Modest Proposal," written in 1729, the noted Anglo-Irish satirist Jonathan Swift suggested that the impoverished Irish could ease their economic troubles by selling...
April 30, 2009
Take an "emotional" interest in your clientsMost of the wealth of this country is concentrated with our seniors.
April 20, 2009
Survey Says...Financial education and a commitment to community and professional development define the goals of women who participated in Wealth Manager's 2009 Women in Wealth Management Survey.