Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
5 Facts About Female Clients
By Myra ThomasHere are five facts that can help advisors better serve their female clients.
October 05, 2017
How to Attract More Female Advisors and ClientsThis challenge should be top of mind for financial advisory firms, according to some panels at this week's FPA annual conference.
October 04, 2017
The 3 Best Ways Indie Firms Can Add Female AdvisorsThe industry knows it needs to diversify, and steps being highlighted at the Ladenburg Institute of Women & Finance Symposium can help.
October 02, 2017
RBC Wealth Grabs Rival’s Top RecruiterMichael Parker was an executive vice president and chief development officer for HighTower Advisors.
September 29, 2017
Female Firm Owners More Likely Than Men to Be Financial PlannersClose to one-third of women who run advisory firms are financial planners, compared with 21.6% of men, Cerulli finds.
September 15, 2017
20 Top Places for Babies Who May Fertilize SalesHere's a look at communities in which many college-educated women have been giving birth.
September 12, 2017
Rich People From These Nations Hide the Most Offshore WealthThe top 0.01% isn't paying a big chunk of its tax bill, research finds.
September 06, 2017
RBC Wealth, Raymond James Launch Efforts to Boost Female AdvisorsVideos and a publication aim to support existing women reps and add to their numbers, which are roughly 16% of the full US advisor force.