Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Where Direction$ Is Headed
By Olivia MellanTrailblazers Peg Downey, Eleanor Blayney, and Elizabeth Jetton want to change the atmosphere and conversation to "get women into the room" for financial planning. Through...
July 30, 2010
Prudential 'Financial Experience & Behaviors Among Women' Study Reveals Confidence Gap"You can save at any income level and time of life. My mom is a good example," said Heidi Hartmann, president of the Institute for Women's Policy Research, on July 27, at a panel discussion on women and personal finance in New York.
July 23, 2010
Jeff Spears Reveals the 'Zero Sum Game:' The Weekend InterviewJeff Spears, CEO of Sanctuary Wealth Services, says the firm was founded to address the sea change in wealth management from brand-name wealth managers to an independent business model that serves clients as well as advisors.
July 23, 2010
Top Wealth Managers AnnouncedWealthManagerWeb.com reveals the 2010 Top Wealth Manager Rankings. Full coverage of the survey results includes Philip Palaveev's exclusive Special Report and Analysis, articles, and profiles of firms.
July 02, 2010
Top Wealth Managers 2010 Rankings, Analysis, Profiles Next WeekWealth Manager's research on the top RIA firms in America to reveal rankings, trends, concerns and a new database.
June 24, 2010
Study Finds Income Gender Gap Among AdvisorsA recent report from the American College found that while income increases for both financial advisors throughout their careers, it increases at a lower rate...
June 23, 2010
"Sharing is the heart of MDRT"Guy E. Baker, MSFS, CLU, addresses attendees at last week's MDRT annual meeting in Vancouver.
June 23, 2010
Merrill-Capgemini World Wealth Report Shows High Net Worth Individuals Recouping 2008 LossesThe world's richest people regained their wealth in 2009, nearly recouping all 2008 losses, Merrill Lynch and Capgemini said in a World Wealth Report released June 22.