Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Companies With Female Leaders Outperform: ThirtyNorth
By Emily ZulzThirtyNorth's Women Impact Strategy outperformed its benchmark by about 3.5% in its first year.
May 10, 2017
Why RBC Wealth Is Saying ‘Hold the Robo’The firm isnt the only one to put a stop to its automated investing plans, says consultant Tim Welsh remember LPLs NestWise?
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.