Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
January Is Best Time to Talk to Clients: TD Ameritrade New Year's Survey
By Marlene Y. SatterStuart Rubinstein of TD Ameritrade noted that advisors should make talking to their clients their first New Year's resolution.
December 21, 2010
Boomers to inherit more than $11 trillionAccording to Metlife's Study of Inheritance and Wealth Transfer to Baby Boomers, there may be a glimmer of hope for baby boomers, many financially burdened, who could possibly inherit more than $8 trillion, mostly from parents and grandparents.
December 21, 2010
A ‘Secular’ Bull Market for Women and Wealth, Say BofA-Merrill EconomistsNew report suggests that a ‘long on women’ investing approach will benefit companies that cater to women.
December 14, 2010
Top States With Wealthiest Americans; California Is No. 1More than half of the nearly 55,000 ultra high-net-worth individuals in the U.S. live in just five states, according to the latest Intelligence Briefing published Monday by Wealth-X.
December 13, 2010
Women Likelier Than Men to Support Most Types of CharitiesWomen are significantly more likely than men to give to almost every type of charitable cause and are equally likely to support the rest, after controlling for education, income and other factors that influence giving, according to new research.
December 07, 2010
Dynasty Financial Launches Best-in-Class Wealth Management PlatformDynasty Financial Advisors has rolled out a comprehensive platform of best-in-class wealth management solutions, tailored for independent financial advisors serving wealthy clients with sophisticated needs, the firm announced Monday.
December 07, 2010
Barclays Wealth Adds 7 Advisors, 1 Branch ManagerAdvisors and branch manager join from UBS, Bernstein, Wilmington Trust, JP Morgan and Hotchkiss
November 16, 2010
Senate to Vote on Paycheck Fairness ActThe bill would require employers to demonstrate that wage differences between men and women doing the same work have a business justification.