Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Creating A 3-Dimensional Wealth Management Plan For Clients
By Monroe M. DiefendorfWhen I go to meetings like the Million Dollar Round Table, everyone says that advisors need to upgrade their clientele by calling on the top ...
June 01, 2007
How Women Measure UpThe financial power of women is considerable--and growing rapidly, as witnessed by these figures compiled by Neuberger Berman. Almost half of Americans with assets greater...
June 01, 2007
Morgan, Female FAs Reach $46 Million SettlementMorgan Stanley's Global Wealth Management Group has settled a gender class-action lawsuit involving current and former women financial advisors and registered trainees. Under the terms of...
June 01, 2007
Only So Far, Still?I have to be honest. While I'm a strong believer that women are just as capable as men in holding top positions in the working...
April 01, 2007
A Friend in PennsylvaniaLast year, Gerald "Zeke" Strid attended the funeral of his sixth John Doe, a homeless man who froze to death under an Interstate-95 overpass. Strid...
March 23, 2007
Trial by FireMari Buechner has worked for the same company in the same town for more than 20 years. Her career, though, has been anything but routine. Working...
March 23, 2007
Taking a Timeout(Part 2 of a 3-part series) Thinking of stepping off the career track? You're not alone. Nearly four in 10 (37%) highly qualified women surveyed report...
February 16, 2007
New Options ToolsAn online resource on stock compensation--myStockOptions--has launched a new level of membership, specifically for financial planners, wealth advisors, and CPAs. myStockOptions Pro (MSO Pro allows...