Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Why Raymond James' Honest Talk About Racism Matters
By Tony BarrettUncomfortable conversations are needed to solve this, as our firm showed with a recent webinar and Q&A about race and the workplace.
July 23, 2020
UBS to Close U.S. Private BankAfter Jan. 1, 2021, its Financial Services unit and U.S. bank affiliate will provide wealth management services.
July 21, 2020
Does Fava's Exit Signal More Departures From TD Ameritrade?More high-profile leaders will likely jump ship as the Schwab deal moves forward, Michael Kitces, April Rudin and others told ThinkAdvisor.
July 16, 2020
Merrill vs. Morgan Stanley: An Earnings-Season Tale of Two WirehousesAfter a bumpy quarter, the two firms painted very different earnings pictures.
July 15, 2020
$500M Female Team Exits Morgan Stanley to Join RIAKansas-based Bowersock Capital Partners adds to the RIA's $10 billion in assets.
July 09, 2020
Women Still Let Spouses Take the Lead on Financial Matters: SurveyThe UBS survey also found that women believe in equal participation in financial decision-making.
July 09, 2020
Next Wealth/Stack Event for RIAs to Be VirtualThe inaugural event, led by Josh Brown and Barry Ritholtz, drew more than 700 advisors and others to Scottsdale, Arizona, last fall.
July 08, 2020
How Creative Planning's Rothove Helps Ultra-Wealthy ClientsYounger staff at the firm see women in leadership and realize, "Hey, I can do this, too," said the RIA's vice president.