Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
UMAs: More than $300 billion by 2013
By Danielle AndrusA new report by research and advisory firm Celent shows approximately $327 billion in client household assets will be managed through unified managed accounts by...
December 31, 2008
Get ready to soar -- againAccording to classic mythology, the phoenix was a bird with beautiful gold and red tail feathers. Near the end of its 600- to 800-year lifespan, it built a nest of cinnamon twigs. Then it set the twigs on fire, reducing itself and its nest to ashes.
December 11, 2008
Wealth management recruitment rises despite record layoffs elsewhereWealth management is one area of the financial services industry that is seeing more recruiting than layoffs. In fact, according to Dow Jones Newswires, "Companies...
December 11, 2008
Boomers have specific expectations for new homesBoomers say it would be ideal to stay in their current home forever, but most are facing the reality that they will need to move...
December 09, 2008
Fidelity Rolls Out WealthCentral Integrated ProgramFidelity Institutional Wealth Services said December 9 that 25 of its affiliated RIAs are using its WealthCentral platform.
December 04, 2008
Make your web site work for youIf your physical appearance is important in a client meeting, why should your virtual appearance on the Web be any different? Unless you have the...
December 03, 2008
Retailers failing to attract boomer womenRetailers are having a hard time reeling in boomer women during the economic slump as most women are spending not on themselves, but on their...
December 01, 2008
Getting women involved in LTC decisionsQ: When working with prospects to sell them long term care insurance, I know that often women are the decision makers. What advice can you provide to take the female perspective into account? A: LTC is an issue of particular importance for