Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Raymond James Women's Advisor Network Taps Spinelli as New Director
By Janet LevauxNicole Spinelli was named director of the Raymond James Network for Women Advisors, the company said. She succeeds Karen Julien, branch manager of the Raymond James...
May 19, 2010
How to sell to womenIt's important to recognize the differences and implement strategies that make the most out of your client interaction, no matter what the gender.
May 19, 2010
How to sell to womenIt's important to recognize the differences and implement strategies that make the most out of your client interaction, no matter what the gender.
May 14, 2010
Cerulli: Advisors Should Segment ClientsA financial consulting firm says advisors can become more efficient by dividing their clients into segments based on net worth.
May 10, 2010
Penn Mutual: Women Know How They're DoingWomen who believe they make good financial models for their children are significantly more likely than other women to be on track to achieve key financial goals.
May 04, 2010
U.S. Trust Unveils Ad Campaign for Ultra-HNW MarketU.S. Trust, Bank of America Private Wealth Management, rolled out a new advertising campaign aimed at the ultra high-net-worth market on Sunday, May 2.
May 04, 2010
U.S. Trust, Bank of America Unveils Ad Campaign for Ultra High-Net-Worth MarketU.S. Trust, Bank of America Private Wealth Management rolled out a new advertising campaign aimed at the ultra high-net-worth market on Sunday, May 2.
May 03, 2010
Women Managing WealthWomen are managing wealth, in numbers that are ever-so-slowly creeping up, and outperforming to boot. There's good news and bad news on this asset management front.