Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
HNW Client Satisfaction With Advisors Is Subdued Despite Stellar Returns: Capgemini
By Michael S. FischerCapgemini studied wealthy clients and found that their needs go far beyond investment performance.
June 06, 2018
RBC Adds 2 Female Branch Leaders in the West: Recruiting RoundupMeanwhile, Janney and Griffin Capital announced their latest hires, and RIA EP Wealth shares details on its acquisition of a $400 million team in California.
May 30, 2018
How Rich Is 'Rich?' Here's the Number That Buys a Ticket InSure, a few million dollars makes a client wealthy. But "rich" is a whole different level, private bankers say.
May 29, 2018
A Digital Wake-Up Call for Wealth ManagementForward-looking firms are investing in new businesses and segmented service offerings. But others don't see the urgency, and that's a problem.
May 29, 2018
Female Billionaires Are on the RiseAnd those women are creating more of their own wealth, according to the Wealth-X billionaire census.
May 25, 2018
Focus Financial Files IPO to Raise $100M for GrowthThe firm, led by Rudy Adolf, has 55 partner firms and sees more deals ahead in the RIA space.
May 23, 2018
UBS Makes Moves to Diversify Its WorkforceUBS is the first wealth manager to partner with a diversity recruitment and career advancement platform like Jopwell.
May 23, 2018
Widowed Sisters Are Doing It for Themselves (but They Still Need Your Advice)New studies show growing financial independence and declining poverty among widows. Here's what advisors should know.