Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Morgan, Female FAs Reach $46 Million Settlement
By Janet LevauxMorgan 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...
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...
February 01, 2007
Like Mother, Like DaughterOne of my mother's favorite jokes involved a late-night TV program whose host was interviewing a famous star. When this star mentioned hating her mother,...
February 01, 2007
To Succeed, Keep It SimpleAs financial advisors we are responsible for helping our clients build wealth in the most effective way possible. After all, that's what they pay us...
December 04, 2006
Survey: Many Women Work With Male AdvisorsAbout 80% of U.S. women who work with financial advisors have male advisors.Researchers at Securian Financial Group, a unit of Minnesota Mutual Life Insurance Company, ...