Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Best Full-Service Wealth Management Firms Ranked by Investors: J.D. Power — 2020
By Bernice NapachClient satisfaction reached a record high in the survey, conducted at the end of the last bull market.
March 12, 2020
Kitces Moves to Buckingham Wealth From PinnacleHis director of advisor education, Jeff Levine, is making the move, too. Here's what it means for their "nerdy" brand.
March 11, 2020
How a Fearless Girl Became a Leader at State StreetBrie Williams explains how she used critical advice to overcome tough challenges and embrace big opportunities.
March 11, 2020
Top 12 Global Cities for the Ultra-WealthyAccording to Knight Frank, these are the most appealing places for those with $30 million or more to live, work and invest.
March 06, 2020
Women and Money: What Advisors Need to UnderstandA U.S. Bank survey of female and male clients reveals differences advisors should know.
March 05, 2020
Women Making Headway, Slowly, on Company BoardsState Street Global Advisors provides an update on how many companies globally have added female directors.
February 27, 2020
Here Are the Biggest Challenges Female Advisors See in Growing Their BusinessThe challenges have little to do with gender, according to Edward Jones.
February 27, 2020
First Republic Add 3 Female Wells Fargo Advisors: Recruiting RoundupMeanwhile, Merrill Lynch names a new market chief, Kestra draws reps from rivals, and RIA M&As continue.