Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Wealthy people still love shopping the old-school way
By Kim BhasinAs for salespeople, the perpetual quest to "sell" the customer is a model that no longer works.
June 26, 2015
Women with ambition: Here are your top 10 tips for getting aheadThese 10 tips will go a long way toward getting you to that corner office.
June 26, 2015
Krawcheck: Want to Shrink Your Business? Ignore WomenThe retirement crisis is a women's crisis, Sallie Krawcheck says, as some 80% of men die married, and 80% of women die single.
June 22, 2015
Report pegs wealth of the top 1% globally at $56.6 trillionThe U.S. population of high net worth individuals is 4.68 million, with total wealth of $16.23 trillion.
June 17, 2015
5 Challenges Advisors Need to Conquer in Next 10 YearsGenerally, things are pretty good for advisors right now, Sanjiv Mirchandani of Fidelity says. But the industry's growth picture is more nuanced than it seems.
June 16, 2015
The women’s market: big, lucrative and rewarding — but underservedWomen make nearly twice as many referrals as men to friends, family members and others because they feel responsible to help those they care about.
June 16, 2015
The women’s market: big, lucrative and rewarding — but underservedWomen make nearly twice as many referrals as men to friends, family members and others because they feel responsible to help those they care about.
June 15, 2015
How Firms Can Add Young Women — and Boost PerformanceThe benefits of a diverse work force, including young women, are more immediate than securing replacements for retiring advisors.