Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Top 10 wealthiest U.S. cities in 2012
By Joyce HansonDetroit, San Jose and Boston all made the list.
November 30, 2012
Industry Survey 2012What are the biggest challenges to the insurance industry? Where do the experts see their biggest potential for growth next year? What product types do people expect to rise in 2013? These are a few of the highlights from SMAs 2012 Industry Survey.
November 30, 2012
Gender Gap Exposed in Millionaires’ Financial Decision MakingFidelity study says advisors are well advised to focus on both spouses to protect client relationships.
November 26, 2012
What’s the Difference? IMCA Defines Wealth Management vs. Financial PlanningSurvey finds "wealth manager" is far more than just a fancy label for advice.
November 21, 2012
Raymond James Hosts Women’s SymposiumCEO Paul Reilly explained how the integration of Morgan Keegan is making Raymond James a better firm than top brass anticipated during the final session of the firms 18th annual Womens Symposium.
November 17, 2012
How Do You Define Wealth Management? IMCA RespondsWhat is wealth management, and what do professionals who call themselves wealth managers actually do?
November 06, 2012
Millennial: Setting BenchmarksIn October, I attended a roundtable discussion at the Guardian Life Insurance Company of America’s headquarters in Manhattan to listen to a discussion…
November 05, 2012
Millennial: Setting BenchmarksIn October, I attended a roundtable discussion at the Guardian Life Insurance Company of America’s headquarters in Manhattan to listen to a discussion…