Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
BMO Wealth Taps New Head of Advisor Group
By Janet LevauxWallace Harris comes on board in Chicago to lead a staff of 240 with some $12.7 billion in client assets.
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.
June 30, 2017
All About the Ultra-Wealthy in 2017Wealth-X reports the latest stats on the top 0.003% of the global population.
June 21, 2017
Industry Needs to ‘Modernize’ to Accept Smaller Investors: SchwabWealth is more than "a specific sum of money" to many Americans, and the industry needs to adapt to accept this, Schwab execs say.
June 08, 2017
Wealth Advisor, Heal Thyself: 5 Symptoms Causing Advisors PainTo help advisors understand how to get their valuable time back, they first need to diagnose their biggest pain points.