Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Harness Wealth Rolls Out Advisor Matchmaking Service for Gen Xers
By Michael S. FischerThe tech-enabled offering pairs clients with advisors vetted by the firm.
June 20, 2019
Wealth Firms to Fight Over $18T Held By Poorest of the RichFortunes of $1 million and less in sights of Merrill, Morgan Stanley and UBS as regulations, scandals impact returns from offshore wealth.
June 13, 2019
Best-Selling Author Tells Advisors: Don't Bring a 'Finite Mindset' to an 'Infinite Game'If your goal is to beat the competition, you're not aiming high enough, speaker Simon Sinek says at Pershing Insite.
June 12, 2019
For Today's Advisor, Data Is the New CurrencyWealth managers who succeed will be those who hold rich pools of data and mine it to provide personalized service.
June 07, 2019
What's Next for Goldman After United Cap Deal?Goldman Sachs Group CFO Stephen Scherr describes the next area of opportunities for acquisitions in global wealth management.
June 05, 2019
Advising 'Jeopardy!' Champ Holzhauer on His $2.5 Million PaydayThose who come into sudden wealth need advice on how to keep it, says advisor Troy Murphy. Here are his tips.
May 31, 2019
The Downside of DisclosureDisclosure is intended to build trust with investors, but it often has the opposite effect.
May 23, 2019
How Women's Foundations Use Their MoneyMost of it goes to local nonprofits, research finds.