Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
All About the Ultra-Wealthy in 2017
By Michael S. FischerWealth-X reports the latest stats on the top 0.003% of the global population.
June 07, 2017
New Cetera Tool Will Use Facial Recognition to Measure Client EmotionsCetera announced Wednesday that it is launching facial recognition software as part of its client discovery process.
June 06, 2017
The Future of Digital Financial Advice: Who Will Succeed?Two industry meetings in New York this week focused on the growth and evolution of robo-advisors.
June 06, 2017
RBC Wealth Taps Morgan Stanley Exec to Lead Chicago ComplexMeanwhile, it adds a $1 million Baird advisor in Oregon and a $1.4 million wirehouse rep in Texas.
June 05, 2017
Morgan Stanley Moves (Again) to Streamline Wealth GroupThe firm is getting rid of divisions and recently consolidated its Dallas operations.
June 02, 2017
Symbiont to Launch Alternative Market for Closed-End Funds: Tech RoundupSymbiont announced it has partnered with a Hong Kong-based online marketplace to launch an alternative market for closed-end funds.
May 31, 2017
A Hidden IRA Benefit Most Advisors MissAdvising this group of women to open IRAs can help them secure their retirement and save even more, Marcia Mantell tells ThinkAdvisor.
May 23, 2017
UBS Launches Premium Credit Card to Attract Wealthy ClientsThe firm hopes to boost its banking business with a luxury-themed concierge service and rewards program.