Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Corporate Boards Making Little Progress in Adding Women: MSCI
By Ginger SzalaAt this rate, the share of directors who are women won't hit 30% until 2029.
December 11, 2018
Kitces Asks: How Should 'Best Advisors' Be Ranked?Michael Kitces asked about better ways to rank top-performing advisors. Here's what advisors said.
December 10, 2018
New Report Furthers the Business Case for Gender Lens InvestingCalvert examined the connection between gender and financial performance from a private market perspective.
December 05, 2018
CFP Board Doubles Down on Mentoring to Address Advisor Diversity IssueCenter expands women mentors program to help promote a more diverse planning profession.
December 04, 2018
Wall Street Rule for the #MeToo Era: Avoid Women at All CostsApparently men have a different interpretation of the #MeToo movement: Leave female proteges behind.
November 29, 2018
Inside UBS' Huge Diversity PushAs women and minorities get wealthier, "this is a market that's up for grabs," UBS' Kenneth Correa tells ThinkAdvisor.
November 20, 2018
Generational Wealth Transfer to Hit $68 Trillion Over 25 Years: CerulliHigh-net-worth practices need to develop multigenerational client relationships to survive, Cerulli warns.
November 14, 2018
In This Top 10 Ranking of Wealthiest Countries, U.S. Is AbsentA Credit Suisse report on global wealth doesn't have the U.S. in the top 10 by this important metric.