Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Vanguard Announces Location for New Innovation Center: Tech Roundup
By Danielle AndrusVanguard announced on Thursday the location of the new Innovation Center in Philadelphia.
January 26, 2017
Forward-thinking advisors focus on womenMore than 90 percent of women report an overwhelming unhappiness with the financial services theyre receiving.
January 19, 2017
An Industry TransformedThe wealth management industry is changing. To keep pace, advisors need to understand client needs in greater detail and demonstrate their value proposition. Learn more.
January 18, 2017
Only 16% of Advisors Are Women: CerulliCerulli makes the case that increasing womens representation among advisors brings concrete business advantages.
December 28, 2016
Inheriting heirs will secure your firm's futureIn what's become known as the 'Great Wealth Transfer,' more than $30 trillion will soon pass from boomers to their Gen X and millennial heirs.
December 28, 2016
Inheriting heirs will secure your firm's futureIn what's become known as the 'Great Wealth Transfer,' more than $30 trillion will soon pass from boomers to their Gen X and millennial heirs.
December 27, 2016
Stellar StrategistKarin Kimbrough, head of investment strategy for Merrill Lynch Wealth Management, joined Bank of America in 2014 after working for the Federal Reserve and for Morgan Stanley.
December 15, 2016
How Discrimination Influences Financial DecisionsPeople who are more likely to experience social discrimination are less likely to participate in the stock market, new research shows.