Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Tuning in and logging off
By Danielle AndrusBoomers started the sexual revolution and the women's movement, but when searching for information, they're a traditional bunch. A study from Pew Research Center found...
October 06, 2009
Merrill Lynch "Bringing Back the Bull"Bank of America re-introduces Merrill Lynch, cites "the importance of culture."
October 01, 2009
High-End ServiceOpus Group at Morgan Stanley Smith Barney; San Francisco; AUM: $4 billion. Grant W. Lee, DIRECTOR of WEALTH MANAGEMENT, SENIOR INSTITUTIONAL CONSULTANT, CORPORATE CLIENT GROUP DIRECTOR. Tony daRoza,...
September 30, 2009
Quit the waiting gameMany advisors envision a perfect sales world, a world in which your phone constantly rings with interested and qualified sales prospects just waiting to work with you.
September 21, 2009
To Reach Women, Aim WellHow can a National Association of Insurance and Financial Advisors member build a successful practice catering to women?
September 21, 2009
To Reach Women, Aim WellHow can a National Association of Insurance and Financial Advisors member build a successful practice catering to women?
September 08, 2009
New: Wealth Manager InsightWelcome to the inaugural issue of Wealth Manager Insight, our new weekly eNewsletter, bringing you the thought-provoking articles you are familiar with from Wealth Manager magazine and the additional need-to-know information that matters.
August 18, 2009
Curian Adds Holdings ViewerA managed accounts vendor has come out with a tool that advisors can use to help clients review and analyze their investments.