Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Buckingham to Acquire $782M Oregon RIA
By Jeff BermanThe addition of Confluence Wealth Management marks the sixth strategic partnership for Buckingham so far this year.
October 20, 2020
Nesvold Capital Makes Its Second RIA DealThe new merchant bank bought a minority stake in Pure Financial Advisors, a $2.7 billion California RIA.
October 20, 2020
Goldman Sachs to Pay $2.8B Over 1MDB Scandal: ReportThe scandal involves a sovereign wealth fund that was tied to money laundering.
October 20, 2020
RBC Recruits $1.2B All-Female JPMorgan TeamThe New York-based group includes three advisors, all of whom have been in the business for more than 20 years.
October 16, 2020
Merrill vs. Morgan Stanley: Which Added More Assets, Advisors in Q3?Though both posted somewhat mixed results, only one of the two firms posted strong asset flows in the quarter.
October 09, 2020
A Year Later, What's the Impact of Fisher's Crude Remarks?Alex Chalekian, Rachel Robasciotti and Sonya Dreizler describe what's changed — and what hasn't — for women in finance.
October 08, 2020
Wealth Enhancement Group Acquires $900M RIAThe firm, 10-15 Associates, has seven financial advisors and is based in New York.
October 07, 2020
How an Exec Is Revamping RBC WealthAnn Senne tells ThinkAdvisor how she's leading the transition from "old-school" BD to "digitally enabled" advisor business.