Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Microsoft Debuts Advisor Platform
By Staff WriterMicrosoft Corp. today announced a Web services framework designed to help advisors take a centralized view of both customers and investment products and services.[@@]Microsoft, ...
December 01, 2005
Building a NicheYou hear it often: one of the best ways for independent advisors to maintain their competitive edge is to serve a niche clientele. William and...
November 01, 2005
At the Podium, Not on a PedestalWhile women may be having a hard time gaining traction within the wirehouses, in the independent advisor world they already play prominent roles in firms,...
November 01, 2005
Putting Women in Their PlaceOne of the most popular sessions at the annual Schwab Impact show is the "townhall" meeting at which advisors can ask questions of the executives...
November 01, 2005
Gender GainsThere is no question that women are working everywhere in the investment business, as advisors, planners, traders, analysts, economists, investment strategists, portfolio managers, company presidents,...
October 27, 2005
Insurer Sponsors Call-In Class For EntrepreneursPrincipal Financial Group Inc. has scheduled a telephone-based seminar on the art of managing, motivating and inspiring employees for 1 p.m. EST Nov. 15.[@@]Principal ...
October 16, 2005
Getting To WomenI don't usually comment on advertisements that appear in this magazine, having found over time that a policy of strict neutrality combined with a healthy ...
October 05, 2005
Find Strength In Numbers: Sell To Women 50 And OverToday's senior women are faced with unique realities that illustrate the need for all women to accumulate sufficient assets and make certain that those ...