Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
An Industry Transformed
By thinkadvisorThe wealth management industry is changing. To keep pace, advisors need to understand client needs in greater detail and demonstrate their value proposition. Learn more.
December 28, 2016
Inheriting heirs will secure your firm's futureIn what's become known as the 'Great Wealth Transfer,' more than $30 trillion will soon pass from boomers to their Gen X and millennial heirs.
December 27, 2016
Stellar StrategistKarin Kimbrough, head of investment strategy for Merrill Lynch Wealth Management, joined Bank of America in 2014 after working for the Federal Reserve and for Morgan Stanley.
December 15, 2016
How Discrimination Influences Financial DecisionsPeople who are more likely to experience social discrimination are less likely to participate in the stock market, new research shows.
November 22, 2016
Wells Fargo Teams Jump Ship: Recruiting RoundupA number of advisors are leaving wirehouse firms at year-end for smaller rivals, greater independence.
November 21, 2016
1,700 millionaires are minted every dayThe upper middle class is booming and the number of millionaires is growing, but this status of wealth doesn't always bring with it peace of mind.
November 18, 2016
Ron Carson Jumping to Cetera From LPLThe potential switch could affect more than $6.5 billion in assets on its RIA platform and other operations.
November 16, 2016
Sallie Krawcheck: Why Trump Could Benefit Women in BusinessKrawcheck put together a checklist for women on how they can assert their power in a Trump-run United States.