Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Wealth Advisor, Heal Thyself: 5 Symptoms Causing Advisors Pain
By Sean BrownTo help advisors understand how to get their valuable time back, they first need to diagnose their biggest pain points.
June 06, 2017
RBC Wealth Taps Morgan Stanley Exec to Lead Chicago ComplexMeanwhile, it adds a $1 million Baird advisor in Oregon and a $1.4 million wirehouse rep in Texas.
June 05, 2017
Morgan Stanley Moves (Again) to Streamline Wealth GroupThe firm is getting rid of divisions and recently consolidated its Dallas operations.
June 02, 2017
Symbiont to Launch Alternative Market for Closed-End Funds: Tech RoundupSymbiont announced it has partnered with a Hong Kong-based online marketplace to launch an alternative market for closed-end funds.
May 31, 2017
A Hidden IRA Benefit Most Advisors MissAdvising this group of women to open IRAs can help them secure their retirement and save even more, Marcia Mantell tells ThinkAdvisor.
May 23, 2017
UBS Launches Premium Credit Card to Attract Wealthy ClientsThe firm hopes to boost its banking business with a luxury-themed concierge service and rewards program.
May 18, 2017
RBC Nabs $5.5M Morgan Stanley Team; Baird Adds $1.4M Group from UBSMeanwhile, Raymond James and U.S. Trust share the names of their most recent hires.
May 18, 2017
Women Are Savvier Investors Than They ThinkJust 9% of women in a Fidelity study believed that they had outperformed men during the past year. The evidence suggests otherwise.