Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Raymond James Names Head of Advisor Inclusion
By Janet LevauxThe marketing executive will manage the Network for Women Advisors, Advisor Pride Network and Black Financial Advisors Network.
July 22, 2019
Morgan Stanley Rolls Out Digital VaultIts advisors and clients can share and store encrypted documents, like financial statements, on Box's cloud-based platform.
July 22, 2019
Women Less Optimistic Than Men About the Market: NationwideYet they're still less financially prepared, even when they have an advisor, according to a survey.
July 19, 2019
How Wall Street Is Helping Influencers Manage Their WealthYouTube personalities can earn millions in ad-based income; 'This is pretty much first-generation wealth,' an advisor says.
July 10, 2019
United Capital Teams With Nonprofit Girls Who InvestThe mentoring initiative could help expand the number of women in the asset management industry.
July 10, 2019
Carson Wealth Adds $566M RIA in FloridaRuggie Wealth Management joins Carson via an exchange of a 25% interest of its business for an equity stake in the nationwide RIA.
July 03, 2019
LPL Grabs $1.1B Raymond James Team: Recruiting RoundupMeanwhile, Carson Partners, part of Ron Carson-led Carson Wealth, has added two firms with a total of nearly $200 million in client assets.
June 27, 2019
Female Breadwinners, Financial Confidence on the Decline: Allianz SurveyAt the same time, fewer women work with a financial professional than in recent years, the survey found.