Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
UBS Wealth Exec Moves to Deutsche Bank
By Ginger SzalaSamuel Descovich will lead products and solutions in the Americas and work on expanding the ESG lineup.
October 11, 2019
Fisher's Remarks Spark Calls for Change, Codes of ConductIn light of Ken Fisher's behavior at an industry event, one female CEO and other industry players discuss ways to change the culture in wealth management.
October 10, 2019
Tiburon Bars Fisher From Summits After Lewd CommentsThe development comes a day after an advisor posted a video criticizing Fisher for his "absolutely horrifying" remarks.
October 09, 2019
Ken Fisher's Off-Color Comments at Conference Spark DebateAdvisor Alex Chalekian calls out the industry icon for making "disgusting" references, but Fisher says the comments were "misconstrued."
October 04, 2019
UBS Advisor's Rules: No Account Minimums, No Jerks"I turn down very large opportunities all the time" if the client isn't a good fit, Jason Katz, who advises celebrities and athletes, tells ThinkAdvisor.
October 04, 2019
Envestnet CEO Jud Bergman Remembered as VisionaryTributes to Bergman, who died in a car crash, pour in from Ron Carson, Michael Kitces, Aaron Klein and other members of the advisory and fintech communities.
October 04, 2019
$135M Merrill Team Goes Indie With New RIAThe group, now partnering with TruClarity Wealth Advisors, includes two veteran advisors based near Houston.
October 04, 2019
Envestnet CEO Killed in Car CrashJud Bergman's death has shocked the industry, as leaders like Joe Duran, Michael Kitces and Aaron Klein expressed online.