Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
UBS Nabs 3 Wells Fargo Advisors Managing More Than $400M
By Jeff BermanThe recruits include a 30-year industry veteran and an advisor focused on UHNW private banking.
September 15, 2020
Citi Taps Merrill Exec to Head Wealth ManagementThe news comes less than a week after the bank named Jane Fraser as CEO Michael Corbat's replacement starting in February.
September 03, 2020
Focus Partner Firm Buckingham Adds 2 RIAsThe new wealth groups — one of which is an all-female team — work with a combined $343 million in client assets.
August 28, 2020
Sanctuary Wealth Names COO, Adds $530M Merrill TeamThe Indianapolis-based group now has 38 partner firms with over $10 billion in assets under advisement.
August 26, 2020
Morgan Stanley Launches 'Women Without Limits' ProgramThe new initiative will focus on promoting financial literacy and spotlighting female leaders.
August 26, 2020
Advisors Stereotype Female Clients Without Realizing It: MerrillA study of behavior and language found advisors risk losing clients by making stereotypical miscues.
August 24, 2020
UBS Nabs $3B Team From Goldman SachsThe Washington, D.C.-based private wealth group includes three advisors and one trust and estates specialist.
August 20, 2020
First Republic Nabs $2.5B Merrill GroupMeanwhile, the Thundering Herd also loses advisors to UBS and Wells Fargo FiNet.