Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Only So Far, Still?
By Melanie WaddellI have to be honest. While I'm a strong believer that women are just as capable as men in holding top positions in the working...
March 23, 2007
Taking a Timeout(Part 2 of a 3-part series) Thinking of stepping off the career track? You're not alone. Nearly four in 10 (37%) highly qualified women surveyed report...
February 16, 2007
New Options ToolsAn online resource on stock compensation--myStockOptions--has launched a new level of membership, specifically for financial planners, wealth advisors, and CPAs. myStockOptions Pro (MSO Pro allows...
February 01, 2007
To Succeed, Keep It SimpleAs financial advisors we are responsible for helping our clients build wealth in the most effective way possible. After all, that's what they pay us...
February 01, 2007
Like Mother, Like DaughterOne of my mother's favorite jokes involved a late-night TV program whose host was interviewing a famous star. When this star mentioned hating her mother,...
December 04, 2006
Survey: Many Women Work With Male AdvisorsAbout 80% of U.S. women who work with financial advisors have male advisors.Researchers at Securian Financial Group, a unit of Minnesota Mutual Life Insurance Company, ...
December 04, 2006
Survey: Many Women Work With Male AdvisorsAbout 80% of U.S. women who work with financial advisors have male advisors.Researchers at Securian Financial Group, a unit of Minnesota Mutual Life Insurance Company, ...
November 01, 2006
Advisors: Natural FacilitatorsLast month we addressed how MainStay Investments' 2006 edition of the Across Generations research identified, among mass affluent investors, the communications disconnect between generations when...