Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
First Republic Add 3 Female Wells Fargo Advisors: Recruiting Roundup
By Janet LevauxMeanwhile, Merrill Lynch names a new market chief, Kestra draws reps from rivals, and RIA M&As continue.
February 24, 2020
$250M Merrill Team Goes Indie in TexasRobert Gilliland spent more than 20 years with Merrill before moving to Sanctuary Wealth's network and platform.
February 21, 2020
Morgan Stanley Bets E-Trade Will Dodge the Dean Witter JokesAs the bank makes another down-market move, ex-CEO Phil Purcell says all major deals come with 'blood and pain.'
February 12, 2020
Banks, Financial Services Must Do Better on Diversity: House ReportAlthough the business has made strides in diversity hiring, it's not enough, says the House Financial Services Committee.
February 12, 2020
Number of Female CFPs Hits Record LevelGrowth statistics by the CFP Board also show rising numbers of black and Hispanic financial planners.
February 11, 2020
RIA Carson Wealth Adds 3 Merged Firms With $182MThe addition of the boutique RIAs boosts Carson's AUM past $12 billion.
February 11, 2020
Advisors Talk About How Sexism, Lack of Diversity Affect ThemA panel of financial pros told their stories at the TD Ameritrade National LINC conference.
February 05, 2020
How to Deal With an Aging Advisor Force and Aging ClientsA new Cerulli report lays out the challenges and how to address them.