Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
WIFS honors Emily Viner
By staff WriterWomen in Financial Services (WIFS), a national professional association representing women in the insurance and financial services industry, accorded Emily Viner of The Guardian Life ...
October 15, 2009
Tuning in and logging offBoomers started the sexual revolution and the women's movement, but when searching for information, they're a traditional bunch. A study from Pew Research Center found...
October 08, 2009
The Fiduciary IssueIn a Wealth Manager Webinar, SIFMA's Kevin Carroll and The Committee for the Fiduciary Standard's Knut A. Rostad discuss the differences between SIFMA's proposed "federal fiduciary standard" and the "authentic fiduciary standard."
October 07, 2009
Merrill 'Bringing Back the Bull,' Says Sallie KrawcheckBank of America re-introduces Merrill Lynch in major ad campaign, cites "the importance of culture."
October 06, 2009
Merrill Lynch "Bringing Back the Bull"Bank of America re-introduces Merrill Lynch, cites "the importance of culture."
October 01, 2009
High-End ServiceOpus Group at Morgan Stanley Smith Barney; San Francisco; AUM: $4 billion. Grant W. Lee, DIRECTOR of WEALTH MANAGEMENT, SENIOR INSTITUTIONAL CONSULTANT, CORPORATE CLIENT GROUP DIRECTOR. Tony daRoza,...
September 30, 2009
Quit the waiting gameMany advisors envision a perfect sales world, a world in which your phone constantly rings with interested and qualified sales prospects just waiting to work with you.
September 21, 2009
To Reach Women, Aim WellHow can a National Association of Insurance and Financial Advisors member build a successful practice catering to women?