Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
The Pulse Quickens
By Kate McBrideBelow is the inaugural Top Wealth Managers Quarterly Pulse Rankings from WealthManagerWeb.com. The popular Top Wealth Managers survey and rankings are expanding from an annual...
November 18, 2009
Time for a Transition (III): Niche MarketingOne way to expand your existing practice is to target a market, which is what financial advisor Sammie Gatti did in Dallas by going after women working for Texas Instruments.
November 12, 2009
They're going to kill us allBoomer women outnumber boomer men - hardly surprising since women have a longer life expectancy - but it hasn't always been the case. According to...
November 06, 2009
This isn't Plato's "Leisure Class"Many younger people (and a few older ones) have been culturally conditioned to not only say something, but to include regrettable photos and videos, too, if that's what it takes to get some attention.
November 04, 2009
Geena Davis addresses MassMutual Women's ConferenceGeena Davis, actress and founder of the Geena Davis Institute on Gender in Media, addresses attendees at MassMutual's 4th Annual Women's Conference, Oct. 21-22 in San Antonio.
October 28, 2009
WIFS honors Emily VinerWomen in Financial Services (WIFS), a national professional association representing women in the insurance and financial services industry, accorded Emily Viner of The Guardian Life ...
October 26, 2009
Global Standards for Wealth ManagementWhile some groups are focused on the re-regulation of financial services here in the U.S. one has gone a step further, creating a global entity, The Institute for Wealth Management Standards (IWMS).