Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Networking, the Female Way
By Mary LyonsHow one producer has started a successful womens networking group and learned a lot about selling in the process.
March 12, 2012
BMO Nesbitt Burns: Most Canadian Women Act as “CFO” of Their HouseholdsAccording to the study, 82% of Canadian women are either the primary decision-maker or have equal responsibility for household financial decisions.
March 08, 2012
Calvert Analyst Brings Sustainability Principles to U.N. for International Women’s DayAditi Mohapatra, a sustainability analyst at Calvert Investments, spoke before the United Nations two days ahead of International Womens Day to discuss diversity principles for business.
March 07, 2012
Still in the Boys' ClubIn this work it is not only necessary to have a knowledge of human nature and tact but the power of imparting information. One of the first things to realize when taking up the business is that no womanly qualities are to be eliminated, we want the very truest kind...
March 06, 2012
Still in the Boys' ClubIn this work it is not only necessary to have a knowledge of human nature and tact but the power of imparting information. One of the first things to realize when taking up the business is that no womanly qualities are to be eliminated, we want the very truest kind...
March 05, 2012
Billion-Dollar Merrill Private Banking Team Joins HighTowerThe $1 billion Merrill Lynch private banking team joined Chicago-based RIA HighTowers New York office on Friday.
March 01, 2012
Facebook Eyed By Banks For Preferred Customer Treatment, Rewards (Huffington Post)Banks are thinking about giving rewards to certain Facebook customers.
March 01, 2012
Greater Female Representation Pays Off for the Financial Services IndustryWere in a relationship business and women are good at relationships; so it should come as no surprise that, when given the opportunity, women succeed at all levels of the financial services industry.