Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
This isn't Plato's "Leisure Class"
By Andrew McElweeMany younger people (and a few older ones) have been culturally conditioned to not only say something, but to include regrettable photos and videos, too, if that's what it takes to get some attention.
October 26, 2009
Global Standards for Wealth ManagementWhile some groups are focused on the re-regulation of financial services here in the U.S. one has gone a step further, creating a global entity, The Institute for Wealth Management Standards (IWMS).
October 15, 2009
Tuning in and logging offBoomers started the sexual revolution and the women's movement, but when searching for information, they're a traditional bunch. A study from Pew Research Center found...
October 08, 2009
The Fiduciary IssueIn a Wealth Manager Webinar, SIFMA's Kevin Carroll and The Committee for the Fiduciary Standard's Knut A. Rostad discuss the differences between SIFMA's proposed "federal fiduciary standard" and the "authentic fiduciary standard."
October 07, 2009
Merrill 'Bringing Back the Bull,' Says Sallie KrawcheckBank of America re-introduces Merrill Lynch in major ad campaign, cites "the importance of culture."
October 06, 2009
Merrill Lynch "Bringing Back the Bull"Bank of America re-introduces Merrill Lynch, cites "the importance of culture."
October 01, 2009
High-End ServiceOpus Group at Morgan Stanley Smith Barney; San Francisco; AUM: $4 billion. Grant W. Lee, DIRECTOR of WEALTH MANAGEMENT, SENIOR INSTITUTIONAL CONSULTANT, CORPORATE CLIENT GROUP DIRECTOR. Tony daRoza,...