Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Numerology: Wealthy Remain Wary
By James J. GreenIn Barclays Wealth Insights' latest report, New Horizon, New Behaviour, released June 16th, the British wealth manager surveyed more than 2,100 mass affluent and high-net-worth...
June 26, 2009
New campaign addresses growing women's marketIt's long been known that women play a huge role in the decision-making process regarding financial products, but for many years, companies (and even individual advisors) have continued to treat the business as a male-centered enterprise.
June 26, 2009
New campaign addresses growing women's marketIt's long been known that women play a huge role in the decision-making process regarding financial products, but for many years, companies (and even individual advisors) have continued to treat the business as a male-centered enterprise.
June 25, 2009
Evolve Along With UsAs we evolve along with wealth managers, you may have noted the new Web address for Wealth Manager in this e-newsletter: WealthManagerWeb.com. Wealth Manager is going digital.
June 22, 2009
Networking Group FormsThe Center for Due Diligence is starting a vehicle that women in the retirement plans industry can use for business and professional development.
June 09, 2009
Merrill Lynch Advisors Top Latest Female-Advisors ListMerrill 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).
June 01, 2009
Caregiving and your businessMy business strategy includes pursing small businesses to sell multi-life policies--preferably executive carve-outs.
May 31, 2009
Caregiving and your businessMy business strategy includes pursing small businesses to sell multi-life policies--preferably executive carve-outs.