Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
What Divorcing Wives Fear Most
By Olivia Mellan, Sherry ChristieMore older people--the boomers--are divorcing, and increasingly it's women initiating proceedings. Tips for advisors working with divorcees or those contemplating divorce.
September 24, 2012
Ron Carson Launches New Firm to Partner With Advisors, With 3 Big Partners of Its OwnCarson Institutional Advisory has TD Ameritrade, Envestnet, LPL as allies and will provide investment management, marketing and technology services to advisors without upfront charges or long-term commitments.
September 24, 2012
What you (still) don't know about selling to womenWomen are masters at giving and seeking advice. So why do so many of them still need a financial advisor?
September 24, 2012
Inside one woman's focused, forward-thinking practiceRebecca True is among a new breed of women advisors who have added a powerful voice to a male-dominated industry.
September 24, 2012
What you (still) don't know about selling to womenWomen are masters at giving and seeking advice. So why do so many of them still need a financial advisor?
September 12, 2012
The Top Wealth Managers 2012 Profiles: No. 4—Circle Wealth Management LLCAt No. 4 on the list of Top Wealth Managers: Circle Wealth Management, a group that searched for a new model, then created it.
September 12, 2012
BNP Paribas to Boost Wealth Management in U.S.The banks plans in the U.S. are part of a broader strategy to expand in smaller markets like Turkey, Poland and Morocco.
September 10, 2012
The Top Wealth Managers 2012 Profiles: No. 6—Gresham Partners LLCAt No. 6 on the list of Top Wealth Managers: Gresham Partners, a long-haul organization.