Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
To Reach Women, Aim Well
By Warren S. HerschHow can a National Association of Insurance and Financial Advisors member build a successful practice catering to women?
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...
July 31, 2009
Financial Vigilance Boosts Women's Security: StudyOwning a life insurance policy improves a woman's confidence in the future, according to a new report.
July 31, 2009
Financial Vigilance Boosts Women's Security: StudyOwning a life insurance policy improves a woman's confidence in the future, according to a new report.