Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
What Living and Working in a Motel Taught This Advisor
By Emily ZulzNancy Dinh, who now works at Armor Wealth Management, was born in Vietnam and moved to the U.S. with her family in 1975.
June 27, 2018
5 Topics Wealthy Clients Are Clamoring to Discuss With AdvisorsEighty-seven percent of wealthy investors in a survey had advisors, but only 16% discussed wealth planning, U.S. Trust found.
June 27, 2018
EMM Wealth: A '50-Year-Old Startup'Not resting on its laurels, the New York RIA builds for the future, starting with its people.
June 27, 2018
Wealth Managers, Stop Cutting Fees If You Want to SurviveFees aren't as sensitive a topic for clients as many wealth managers think, a study finds.
June 25, 2018
Sallie Krawcheck Slams the 'Man-tocracies' of Wall StreetMeritocracies don't exist, according to Krawcheck. "They're 'man-tocracies.'"
June 21, 2018
How Ariel Uses Its Diversity as a Competitive Advantage: Mellody HobsonMore than half of Ariel's staff are women, and minorities are better represented than in most of the rest of the industry.
June 20, 2018
HNW Client Satisfaction With Advisors Is Subdued Despite Stellar Returns: CapgeminiCapgemini studied wealthy clients and found that their needs go far beyond investment performance.
June 18, 2018
Wells Fargo to Restructure Brokerage Groups: ReportThe wealth group is "reimagining" its business to boost efficiency, a spokesperson said.