Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Targeting client priorities
By Staff WriterCandace Bahr and Ginita Wall have some suggestions for working with female clients in their book, "It's More Than Money - It's Your Life!" The...
April 18, 2008
McDonnell earns endowed chair in women and financial servicesLeading financial services educator, Bryn Mawr, Pa.-based The American College, and the State Farm Insurance Companies announced Feb. 21 the appointment of Eileen C. McDonnell as the first State Farm Chair in Women and Financial Services. As a
April 12, 2008
Get facts about women owned businessesThe number of businesses owned by women in this country continues to grow: 10.4 million at last count. And as those women begin thinking about selling their business and retiring, financial advisors are going to become more important to them. The
April 11, 2008
Get facts about women owned businessesThe number of businesses owned by women in this country continues to grow: 10.4 million at last count. And as those women begin thinking about selling their business and retiring, financial advisors are going to become more important to them. The
April 10, 2008
Economics of aging10%: Percentage of men aged 55 to 64 who worked part-time in 2003, compared with 25 percent of women aged 55 to 64 who worked part time in 2003. 47%: Percentage of men over age 70 who worked part-time in 2003; approximately 66 percent of women ov
April 01, 2008
Deep Bench"I only have one rule about wealth managers," Mark Tibergien likes to quip, "they must have wealthy clients." If the current managing director of Pershing...
March 27, 2008
NRMLA: Senior Housing Wealth PlateausSeniors' home equity drifted to $4.22 trillion at the end of 2007, down from $4.25 trillion at the end of 2006.Researchers at the National Reverse ...
February 14, 2008
Hartford Backs Cancer FoundationAn insurer will be the first founding partner supporting a high-profile women's health charity.Hartford Financial Services Group Inc., Hartford, has agreed to help pay for ...