Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
New campaign addresses growing women's market
By Andy StonehouseIt's long been known that women play a huge role in the decision-making process regarding financial products, but for many years, companies (and even individual advisors) have continued to treat the business as a male-centered enterprise.
June 09, 2009
Merrill Lynch Advisors Top Latest Female-Advisors ListMerrill Lynch Global Wealth Management says that 35 of Barron's "Top 100 Women Financial Advisors" list are members of the firm (including advisors with Banc of America Investment Services).
June 01, 2009
Caregiving and your businessMy business strategy includes pursing small businesses to sell multi-life policies--preferably executive carve-outs.
May 31, 2009
Caregiving and your businessMy business strategy includes pursing small businesses to sell multi-life policies--preferably executive carve-outs.
May 21, 2009
McKinely Carter Merges With NetWorthA West Virginia wealth management firm has expanded into western Pennsylvania.
May 18, 2009
Court Issues Pension RulingThe U.S. Supreme Court ruled today that women cannot claim retroactive pension credit for work time lost in the days before it became illegal to discriminate against pregnant women.
May 11, 2009
Are your clients cutting you loose?73% -- Percentage of high-net-worth investors who say they are getting advice from a professional advisor, compared with 67 percent last year.
May 01, 2009
Women of InfulenceIn a field where they make up barely 25% of practitioners, women in wealth management are changing the style and tone of the profession. Securities...