Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
The Race to "Rich"
By Staff WriterHow much money does it take before you are rich? Even better, how much does it take to feel rich yourself? According to a recent...
December 01, 2007
A Force in the West, With AspirationsTypifying a growing trend in the independent advisory industry, two big California wealth management firms--Kochis Fitz of San Francisco and Quintile Wealth Management of Los...
November 29, 2007
(Wo)manpowerDebra Smith's driving passion is empowering women to take control of their finances
November 18, 2007
Boomer Women Discuss LTC With Parents, But Many Still Don't PlanA new AARP study finds 69% of boomer women have talked with their parents about how the parents would live independently as they get older. ...
November 12, 2007
Two Big California RIA Firms to MergeTypifying a growing trend in the independent advisory industry, two big California wealth management firms--Kochis Fitz of San Francisco and Quintile Wealth Management of Los Angeles--said Nov. 12 that they will merge their two firms into a new entity, effective January 1, 2008.
November 05, 2007
Costs of caregiving9%: Percentage of employed caregivers who leave the workforce as a result of their caregiving responsibilities; 3% took early retirement and 6% left the workforce entirely. $2,110: Average cost to employers per employee for all full-time e
October 01, 2007
Seminars: Why they work and how to use themMany advisors offer workshops and seminars for their prospects and clients. We all know that seminars are tools to educate and inform people about a subject. But have you considered seminars specifically for women? Women want to understand how to
September 30, 2007
Seminars: Why they work and how to use themMany advisors offer workshops and seminars for their prospects and clients. We all know that seminars are tools to educate and inform people about a subject. But have you considered seminars specifically for women? Women want to understand how to