Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
RBC Wealth Management Aims to Build Diverse Advisor Force
By Emily ZulzThe firm hired a dedicated recruiter to focus on bringing in more early-career and second-career candidates.
April 17, 2018
Rise of 'Gray' Divorce Forces Financial Reckoning After 50Many women let husbands make the long-term financial decisions, leaving them vulnerable when separation or death strikes.
April 12, 2018
Fintech Firm Launches Shared-Service Platform, Hires Ex-LPL ExecDerek Bruton, who most recently worked for Oppenheimer, will become COO of Chalice Wealth Partners' broker-dealer and RIA.
April 11, 2018
Gender Pay Scorecard Grades Financial FirmsArjuna Capital finds that many big financial firms fail to disclose their gender pay gap.
April 10, 2018
A Millionaire Mindset Never Made Anyone RichJamie Dimon isn't performing visualizations; Ray Dalio doesn't have a dream board.
April 05, 2018
Ladenburg Partners With a Nationwide Women's NetworkThe W Source helps women in finance establish local networking groups.
April 04, 2018
Morgan Stanley Fires Oregon Advisor After Abuse AllegationsEmployee was executive director in wealth-advisory business; bank says all should be treated with 'dignity and respect.'
April 03, 2018
Wells Fargo Saga Broadens to Wealth GroupThe firm and regulators are investigating many issues; meanwhile, rivals Merrill Lynch and Morgan Stanley announced changes to their ultra-high-net-worth efforts