Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Where Are the New Advisors?
By Jane Wollman RusoffWhere in the world are the industrys new financial advisors coming from?
February 09, 2012
Barclays Wealth Grabs 8 FAs From Wells, Morgan, GoldmanThe reps will work in the Los Angeles and Chicago offices after moving over from Credit Suisse, Goldman Sachs, Morgan Stanley and Wells Fargo.
February 07, 2012
Challenge of the Sexes: Big Differences on Financial PlanningGender differences influence how women and men approach financial decision making and succession planning, according to a new white paper released by Barclays Wealth Female Client Group.
February 06, 2012
Giving Clients Right Message on Growth vs. ContributionsAfter running the numbers, proof that savingand more savingis in a clients best interests.
January 25, 2012
Advisors Fall Short of Aiding Affluent Women: New StudyThe financial services industry has a long way to go in providing the kinds of services wealthy women say they want, according to new research by Family Wealth Advisors Council, a national network of independent, fee-only wealth management firms.
January 23, 2012
Melanie Hamburger: Women Taking Larger Role in PhilanthropyWomen are becoming an increasingly powerful force in American philanthropy, bringing economic clout and financial acumen to charitable giving and assuming leadership roles, says Melanie Hamburger of Catalytic Women.
January 19, 2012
Elite Global Consumers Grow More Conservative: Futurewealth ReportWealth creators around the world are less confident about their ability to make money this year, according to a report released Tuesday by Scorpio Partnership as part of its ongoing Futurewealth Project.
January 18, 2012
Retirees See Betty White as Top Role Model (Reuters)Today's retirees are positive about their future, independent-minded ... and they want to be like Betty White.