Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Married Women Need Their Own Financial Plan: Study
By Bernice NapachThe recommendation from the Center for Retirement Research is based on data showing that many women don't stay married.
July 19, 2017
Raymond James, RBC Add Advisors, Exec From Wells Fargo: Recruiting RoundupWells Fargo Advisors says it lost over 3% of its FAs over the past 12 months and 1% in the last quarter.
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.