Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
$550M Merrill Team Jumps to Rockefeller
By Janet LevauxThe firm's latest recruiting news comes two months after a $400 million group joined it from Morgan Stanley.
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.
October 06, 2020
UBS Nabs 3 Wells Fargo Advisors Managing More Than $400MThe recruits include a 30-year industry veteran and an advisor focused on UHNW private banking.