Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Look to Women Advisors for Business Growth and Opportunity
By Raymond James FinancialIRI found that 70% of women seeking financial advisors say they would prefer to work with a woman, but only 30% of advisors are female.
November 11, 2015
Veterans hide war injuries from companies in civilian jobsMany former soldiers downplay their military service to get along with co-workers, according to a new study.
November 06, 2015
Women-owned businesses less profitable in U.S.Women-run businesses in the U.S. tend to be more conservative and less likely to yield high-growth, according to a new study.
November 03, 2015
Quick Guide to UBS shakeup: who’s moving up; who’s joiningUBS Group AGs reorganization includes a change at the top of wealth management in the Americas and two new executives.
November 02, 2015
Raymond James Confab Highlights Female FAs, Growth and ClientsRaymond James Financial just hosted its 21st-annual Women's Symposium in St. Petersburg, Florida. The event drew some 300 of its roughly 850 female advisors,…
November 02, 2015
Designer Bag Ladies: Understanding Female ClientsMale advisors need to realize that women have a perspective on money that's very different from their own, Bob Clark writes.
October 20, 2015
Dynasty Taps New Execs for Further Growth SpurtThe platform has added 10 new advisor groups in 2015 and sees new business developing nationwide.
October 19, 2015
ETF Sector Expects Robust Growth in Near Term: EYInterviewees in an EY study said they expected their businesses to grow by 18% every year for the next three to five years.