Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Hispanics Suffer Most in Wealth Decline, Pew Says
By Marlene Y. SatterHousehold wealth fell far more sharply among minorities than in white households, according to data analyzed by the Pew Research Center, with Hispanics taking the brunt of losses.
July 25, 2011
Advisors: Clients’ Gender Clue to Understanding Financial BehaviorWhether or not they believe that men are from Mars and women are from Venus, financial advisors who want to better understand their clients’ financial behavior could be well-served to take gender into account.
July 21, 2011
Donna Levy: Becoming the Solution, Filling the Need—Top Women Extended ProfileDonna Levy turned hard times as a child into a life's work helping clients through her understanding of money.
July 21, 2011
Michelle Clayman: Knowledge Is Power—Top Women Extended ProfileMichelle Clayman went from the traditions of Oxford to using research to further socially responsible investing and women's issues.
July 13, 2011
Top 10 Wealthiest U.S. Cities for 2011A study shows that the number of HNW individuals, benefiting from stocks and commodities, keeps growing in these 10 U.S. cities.
July 13, 2011
Olivia Mitchell: Helping Women Improve Their Financial Literacy—Top Women Extended ProfileWharton professor, researcher and mentor tells AdvisorOne that her focus is on the next generation.
July 11, 2011
Esther Stearns: LPL’s ‘Out-of-the-Box’ Tech Guru—Top Women Extended ProfileSchwab’s Dawn Lepore mentored Stearns, she tells AdvisorOne, helping to pave the way for her managerial success
July 08, 2011
Rebecca Pomering: The Focus Is on Mentoring—Top Women Extended ProfileBringing in women and keeping them in the field is just part of the picture for the CEO of Moss Adams Wealth Advisors.