Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Wells Fargo's Latest Woe Is Gender Bias in Wealth Unit: Report
By Janet LevauxFemale regional managers met recently to find ways to boost their numbers and discuss biases in male leadership.
August 23, 2018
Raymond James Grabs $1B Wells Fargo Team, $235M Merrill Group: Recruiting RoundupRBC Wealth Management said a team with $390 million and an advisor with $170 million have been recruited from Wells Fargo; Janney picks up a Merrill group with $235 million.
August 13, 2018
Many Americans Still Feel the Pain of Lost WealthFor your life and annuity prospects, the effects of 2008 are still with us.
August 13, 2018
Ex-Smith Barney CEO Joins Steward BoardCharlie Johnston will support the Raymond James indie affiliate, which has about $10 billion in assets and 100 advisors.
August 10, 2018
Many of the Best Wall Street Jobs for Women Aren't on Wall StreetFirms with the highest share of female portfolio managers are located thousands of miles from Manhattan.
August 06, 2018
Baird Taps New Wealth ExecIn her new role, Laura Thurow will lead staff, platforms and back-office support for the firm's 850 financial advisors.
July 30, 2018
When Will Wells Fargo's Scandals End?As the bad news and advisor departures continue, experts debate Wells Fargo's future and what the wealth industry can learn from its scandals.
July 25, 2018
RBC Nabs $190M Merrill Team in New Jersey: Recruiting RoundupMeanwhile, Wealth Enhancement Group says it is buying Retirement Strategies, an independent practice with about $350 million in assets based in Florida.