Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
How Advisors Can Put Advice & Clients First
By Steve ScrutonWith tweaks to how they communicate and use technology, wealth managers can deepen relations with investors and grow their practices.
March 20, 2017
Female Advisors More Likely to Be Fired for Misconduct Than Male Advisors: NBER StudyStudy found the financial industry is willing to give male advisors a second chance, while female advisors are likely to be cast from the industry.
February 20, 2017
Women are household CFOs, but barriers remain at workWomen are often left out when money talk starts with a financial professional even when mom heads up the family finances. Millennials aren't having it.
February 17, 2017
Top 10 Surprising States With Most MillionairesWealth is more concentrated and shifting geographically, according to the annual Phoenix Wealth & Affluent Monitor.
February 16, 2017
The reality of the middle class squeezeThe writer questions the idea that 'more Americans have easier lives today than in years past.'
February 15, 2017
Financially in Charge at Home, Women Are Less Confident at WorkA majority of American women have assumed responsibility for their familys finances, but many have not shown similar assertiveness at work, Allianz found.
February 09, 2017
Vanguard Announces Location for New Innovation Center: Tech RoundupVanguard announced on Thursday the location of the new Innovation Center in Philadelphia.
February 02, 2017
First Republic, Raymond James & RBC Grab Merrill Reps: Recruiting RoundupMeanwhile, Merrill Lynch adds a $2 million-producing advisor from Morgan Stanley.