Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Is Free Trading at E-Trade, Schwab and TD Ameritrade Really a Boon for Investors?
By Bernice NapachNo-cost trades could lead to more bad trades and brokerages hawking more costly products, industry watchers say.
September 13, 2019
Former Air Force Pilot Tells Female Advisors: Sky's the Limit"Do not censor part of yourself," ex-Thunderbird Nicole Malachowski says at Raymond James' 25th annual event.
September 12, 2019
'Future-Proofing' Wealth Is HNWs' Top Investment Priority: SurveyMore than a third are looking to decrease their investment risk, an RBC survey found.
September 11, 2019
Raymond James Kicks Off 25th Annual Women's EventRenée Baker, the firm's new leader of diversity and inclusion, met a crowd of more than 700.
September 05, 2019
Merrill Breakaways Form $165M Group in HoustonRoyal Harbor Partners includes veteran advisors Glenn Royal, Michele Jones and Natalie Picha.
August 23, 2019
Why Wealthfront's Latest Deal Won't Impact AdvisorsBut the hybrid-robo transaction could lead to "rapid escalation" in subscription pricing battles, Michael Kitces says.
August 05, 2019
Many Suddenly Single Women Are in a 'Financial Fog,' Advisors SayDivorced and widowed women need emotional support along with financial help, advisors told ThinkAdvisor.
August 01, 2019
High-Earning Female Investors Defy Stereotypes: SurveyA FlexShares report shows why advisors should question gender-based assumptions in both financial and personal life.