Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Female Advisors More Likely to Be Fired for Misconduct Than Male Advisors: NBER Study
By Bernice NapachStudy 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 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.
January 26, 2017
Forward-thinking advisors focus on womenMore than 90 percent of women report an overwhelming unhappiness with the financial services theyre receiving.
January 26, 2017
Forward-thinking advisors focus on womenMore than 90 percent of women report an overwhelming unhappiness with the financial services theyre receiving.
January 19, 2017
An Industry TransformedThe wealth management industry is changing. To keep pace, advisors need to understand client needs in greater detail and demonstrate their value proposition. Learn more.