Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Women Unprepared to Inherit Wealth or Pass It On: Survey
By Michael S. FischerHeirs of both genders are generally unprepared, uninformed and unsupported, women somewhat more so than men, research by RBC Wealth Management shows.
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.
April 02, 2017
How Advisors Can Put Advice & Clients FirstWith tweaks to how they communicate and use technology, wealth managers can deepen relations with investors and grow their practices.
March 30, 2017
HighTower Adds LPL Group in St. LouisMeanwhile, a UBS team forms an RIA in Louisville and signs on with Raymond James' Investment Advisors Division.
March 22, 2017
How Not to Behave With Bulls. Literally.State Streets Fearless Girl statue: Good art, fine intentions, misdirected message.