Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
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By Staff WriterThe number of businesses owned by women in this country continues to grow: 10.4 million at last count. And as those women begin thinking about selling their business and retiring, financial advisors are going to become more important to them. The
April 01, 2008
Deep Bench"I only have one rule about wealth managers," Mark Tibergien likes to quip, "they must have wealthy clients." If the current managing director of Pershing...
March 27, 2008
NRMLA: Senior Housing Wealth PlateausSeniors' home equity drifted to $4.22 trillion at the end of 2007, down from $4.25 trillion at the end of 2006.Researchers at the National Reverse ...
February 14, 2008
Hartford Backs Cancer FoundationAn insurer will be the first founding partner supporting a high-profile women's health charity.Hartford Financial Services Group Inc., Hartford, has agreed to help pay for ...
February 01, 2008
The Race to "Rich"How much money does it take before you are rich? Even better, how much does it take to feel rich yourself? According to a recent...
December 01, 2007
Fidelity Plans 'WealthCentral'Fidelity Investments says it is developing an online wealth- management platform that integrates registered investment advisors' critical operational systems, including portfolio management, customer relationship management...
December 01, 2007
It Seems Like We Touched A NerveI am writing regarding your recent misguided November 2007 editorial entitled "Rainbow Advisors." While I applaud and support the idea that planning cannot be a...
December 01, 2007
A Force in the West, With AspirationsTypifying a growing trend in the independent advisory industry, two big California wealth management firms--Kochis Fitz of San Francisco and Quintile Wealth Management of Los...