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 $5.5M Morgan Stanley Team; Baird Adds $1.4M Group from UBS
By Janet LevauxMeanwhile, Raymond James and U.S. Trust share the names of their most recent hires.
May 15, 2017
Women Unprepared to Inherit Wealth or Pass It On: SurveyHeirs of both genders are generally unprepared, uninformed and unsupported, women somewhat more so than men, research by RBC Wealth Management shows.
May 12, 2017
Heads of Wealthy Families Hold Off Disclosing Inheritance: Wilmington TrustAmong wealth holders, 67% are apprehensive about sharing inheritance details.
May 10, 2017
Why RBC Wealth Is Saying ‘Hold the Robo’The firm isnt the only one to put a stop to its automated investing plans, says consultant Tim Welsh remember LPLs NestWise?
May 02, 2017
UBS Americas to Boost Product Sales as Recruiting Focus FadesThe group, which tops rivals with average fees and commissions, is shifting its strategy, says CFO Kirt Gardner.
May 01, 2017
Focus Financial Adds $2B RIA in Silicon ValleyBordeaux Wealth Advisors comes on board to boost its growth in the West in partnership with the RIA rollup firm.
April 28, 2017
Fintech Isn't Solving Industry's Diversity ProblemAccording to Morningstar's Don Phllips, finance is "a community that serves rich white men very well." Josh Brown says society is negligent on financial education.
April 03, 2017
Advisors Giving Back: Why U.S. Trust Rep Cares About EducationU.S. Trust-Bank of America Private Wealth's Glen Macdonald has appreciated the value of learning for a long time.