Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Mid-Income Women Struggling Financially: LIMRA
By Linda KocoOver half of middle-income women feel dissatisfied with their current financial situation and uncertain about their future financial needs, according to a new survey on reaching women customers.
April 12, 2010
Baird Grabs Smith Barney FA; Will Head New Portland OfficePerez has 29 years of industry experience, 23 of which were in branch-management roles at Smith Barney, Shearson Lehman Brothers and E.F. Hutton in Oregon and Northern California.
April 08, 2010
U.S. IPOs Increased in Q1 2010The number of U.S. initial public offerings (IPOs) surged in the first quarter compared with activity in Q1 2009, according to Hoover's.
April 06, 2010
Boomer women spend their money onlineWhen it comes to working with boomer women, it's all about service. A survey by VibrantNation found that 13 percent of women only make clothing...
April 01, 2010
Why Women Should Take the WheelBecause women live an average of six years longer than their male counterparts, they are much more likely to get to control the money eventually...
April 01, 2010
Why Can't A Woman Be More Like A Man--Or Vice Versa?This is not the first time that Investment Advisor has addressed gender-based differences when it comes to money. Below are a few excerpts from Olivia...
April 01, 2010
The Affluentialist: The Challenges of Advising the AffluentAdvisors to very wealthy clients like the complexity of their work, but they find technical knowledge of their discipline isn't enough to do the job...
April 01, 2010
Clark at Large: Venus RisingDo women make better financial advisors? I've long suspected that they do. An affinity for listening and teaching, usually light on ego and strong on...