Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
McDonnell earns endowed chair in women and financial services
By staff WriterLeading financial services educator, Bryn Mawr, Pa.-based The American College, and the State Farm Insurance Companies announced Feb. 21 the appointment of Eileen C. McDonnell as the first State Farm Chair in Women and Financial Services. As a
April 10, 2008
Economics of aging10%: Percentage of men aged 55 to 64 who worked part-time in 2003, compared with 25 percent of women aged 55 to 64 who worked part time in 2003. 47%: Percentage of men over age 70 who worked part-time in 2003; approximately 66 percent of women ov
April 01, 2008
Deep Bench"I only have one rule about wealth managers," Mark Tibergien likes to quip, "they must have wealthy clients." If the current managing director of Pershing...
March 27, 2008
NRMLA: Senior Housing Wealth PlateausSeniors' home equity drifted to $4.22 trillion at the end of 2007, down from $4.25 trillion at the end of 2006.Researchers at the National Reverse ...
February 14, 2008
Hartford Backs Cancer FoundationAn insurer will be the first founding partner supporting a high-profile women's health charity.Hartford Financial Services Group Inc., Hartford, has agreed to help pay for ...
February 01, 2008
The Race to "Rich"How 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
Fidelity Plans 'WealthCentral'Fidelity Investments says it is developing an online wealth- management platform that integrates registered investment advisors' critical operational systems, including portfolio management, customer relationship management...
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...