Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
7 Client-Experience Lessons Top Advisors Learned in the Pandemic
By Jeff BermanAdvisors from Edward Jones, Merrill Lynch, Morgan Stanley, Northwestern Mutual and UBS share some tips for navigating a crisis.
May 20, 2021
When's the Right Time to Launch a Partnership Program?There's no one-size-fits-all approach for deciding if a partnership program makes sense for your firm.
May 18, 2021
Dimon Succession Race Puts 2 Women Ahead of JPMorgan PackA recent leadership overhaul has pushed two women toward the front of the field: Marianne Lake and Jennifer Piepszak.
May 17, 2021
How CFP Certification Benefits Female AdvisorsFemale CFPs are more confident than their male counterparts in terms of working with clients, financial planning and growing revenue, a study finds.
May 11, 2021
Ark's Cathie Wood: Inflation Isn't the Biggest Market ThreatA bump in inflation will be temporary, the Ark Investment Management head says. She remains upbeat on tech stocks.
May 11, 2021
2 Merrill Teams Dash to UBS in Northern CaliforniaThe new recruits include a three-person team managing $725M who join UBS' Roseville branch and a team in San Francisco.
May 06, 2021
What Makes a Great Leader? How They ThinkBy comparing your present firm to your future firm, you wear down everyone on your team, including yourself, and just keep moving the goalpost.
May 06, 2021
Weber Says UBS Should Consider a Chairwoman After He LeavesThe global investment bank is planning to appoint the successor to Weber, 64, at its 2022 general meeting.