Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
The Booming, Yet Overlooked, Business of Beauty
By Savita Iyer-AhrestaniThink beauty is a "fluffy" investment? Then you havent looked at the numbers.
May 25, 2016
Wealthy women vs. wealthy men: 4 key differences in how they invest'Advisors may need to encourage wealthy women to be more aggressive in their investment philosophy,' according to Spectrem.
May 23, 2016
Marty Bicknell: An Innovator Entrepreneur — The 2016 IA 25Marty Bicknell, the CEO of Mariner Holdings, is above all an innovator who knows how to build a company from the bottom up.
May 23, 2016
Client-Centric CEO: Raymond James’ Paul ReillyRaymond James CEO Paul Reilly talks to Research magazine about connecting with clients, the burden of regulation and the future of full-service advisors.
May 17, 2016
Wealthy Women vs. Wealthy Men: 4 Key Differences in How They Invest"Advisors may need to encourage wealthy women to be more aggressive in their investment philosophy," a Spectrem Group white paper states.
May 13, 2016
Kate Healy: TDAI’s Diversity Driver — The 2016 IA 25TD Ameritrade Institutional is putting its diversity money where its mouth is, and Kate Healy is leading that charge.
May 10, 2016
Wealthy Investors Not Afraid to Use Robo-Advice, Study FindsAdvisors who worry that automating some of their tasks could alienate clients have little to fear, a survey from MyPrivateBanking found.
May 04, 2016
The Poverty of the Wealth EffectMany of the Fed's recent monetary policy decisions were driven by a belief in the so-called wealth effect that is very likely wrong.