Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
RBC Nabs $190M Merrill Team in New Jersey: Recruiting Roundup
By Janet LevauxMeanwhile, Wealth Enhancement Group says it is buying Retirement Strategies, an independent practice with about $350 million in assets based in Florida.
June 28, 2018
Young, Wealthy Americans Want to Leave a Socially Responsible LegacyHigh-net-worth investors are thinking more critically about how to deploy their assets, RBC says.
June 27, 2018
5 Topics Wealthy Clients Are Clamoring to Discuss With AdvisorsEighty-seven percent of wealthy investors in a survey had advisors, but only 16% discussed wealth planning, U.S. Trust found.
June 27, 2018
EMM Wealth: A '50-Year-Old Startup'Not resting on its laurels, the New York RIA builds for the future, starting with its people.
June 27, 2018
Wealth Managers, Stop Cutting Fees If You Want to SurviveFees aren't as sensitive a topic for clients as many wealth managers think, a study finds.
June 25, 2018
Sallie Krawcheck Slams the 'Man-tocracies' of Wall StreetMeritocracies don't exist, according to Krawcheck. "They're 'man-tocracies.'"
June 21, 2018
How Ariel Uses Its Diversity as a Competitive Advantage: Mellody HobsonMore than half of Ariel's staff are women, and minorities are better represented than in most of the rest of the industry.
June 20, 2018
HNW Client Satisfaction With Advisors Is Subdued Despite Stellar Returns: CapgeminiCapgemini studied wealthy clients and found that their needs go far beyond investment performance.