Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
How America's Top 1% Keeps Getting Richer
By Noah SmithInvesting in stock may work better than investing in residental real estate.
August 14, 2017
BMO Wealth Taps New Head of Advisor GroupWallace Harris comes on board in Chicago to lead a staff of 240 with some $12.7 billion in client assets.
July 26, 2017
Why Women Make Great InvestorsWomens investment behavior tends to follow recommended investment principles more often than mens, according to a Wells Fargo Investment Institute report.
July 19, 2017
Raymond James, RBC Add Advisors, Exec From Wells Fargo: Recruiting RoundupWells Fargo Advisors says it lost over 3% of its FAs over the past 12 months and 1% in the last quarter.
July 19, 2017
Merrill vs Morgan: Q2 Earnings, Wealth ResultsThe two wirehouses share their advisor tallies, profits, fee-based assets and more in their latest reports.
July 13, 2017
Dynasty Nabs $1B Breakaway Team From Merrill: Recruiting RoundupMeanwhile, UBS brings on two teams with a total of $975 million in assets from Merrill's Thundering Herd.
July 11, 2017
Concentrated Stock Investing Through a New LensHere's a strategy, and a tool, to help investors prudently employ both indexing and concentrated stock investing.
July 05, 2017
What Financial Firms Can Learn From the Geek SquadAdvisors are generally satisfied with the digital and web support available from partners and product providers, but the most tech-savvy advisors find support services lacking.