Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Turn Off the Camera, Pick Up the Phone
By Angie HerbersThese two communication changes can create striking improvements in your firm's virtual office culture.
April 20, 2021
UBS Nabs $1.8B Wells Fargo Private Bank TeamThe three-person team has joined UBS in the South Florida market.
April 20, 2021
Goldman Reveals Black Workforce Numbers for the First TimeOf the bank's 1,548 U.S. executives, senior officials and managers, 49 — or 3.2% — are Black. Overall, Blacks account for 6.8% of its U.S. workforce.
April 15, 2021
What Type of Advisory Firm Do You Lead?Advisors need to understand which type of firm they're leading, so they can best prepare it for future success.
April 14, 2021
Valerie Brown Joins StepStone BoardThe addition of the former Advisor Group and Cetera exec expands the private markets investment firm's board to 11 members.
April 14, 2021
How Financial Advisors Are Protecting Retirees From InflationMorningstar's Christine Benz outlines three ways to protect against inflation. We asked advisors for their ideas.
April 13, 2021
Journey Strategic Wealth Expands, Opens San Francisco OfficeThe Summit, New Jersey-based firm has added the first advisor team under its new RIA partnership business model.
April 12, 2021
Carson Group Adds Ex-JPMorgan AdvisorChicago-based Alexander Legacy Private Wealth Management joins the Carson Partners network.