Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Recruiting Roundup: Dynasty, LPL Affiliates Add Advisors
By Marlene Y. SatterMeanwhile, Akron, Ohio-based Sequoia Financial Group says it is merging with RAV Financial to form a team with $3 billion in assets.
June 24, 2016
The career that might just let you have it allIf you like people and you like numbers, financial services just might be your dream career.
June 23, 2016
Camardas to Get Their Day in Court in CFP Board Case AppealFlorida planners Jeffrey and Kimberly Camarda are appealing a decision by Judge Richard J. Leon dismissing their case against the CFP Board.
June 20, 2016
Female Clients Shun Wall Street; Indies, Step Up!The brokerage industry says it will cost billions and take years to make the changes women want. Independent advisors can start making them tomorrow.
June 10, 2016
Clinton sharply criticizes Trump at Planned ParenthoodHealth came up. So did paid family leave.
June 10, 2016
Clinton sharply criticizes Trump at Planned ParenthoodHealth came up. So did paid family leave.
June 10, 2016
Why having a mentor mattersHard work and strong leadership helped one young advisor make partner in just two years.
June 06, 2016
First Steps When a Client Couple DivorcesTo begin, don't try to be a referee. And don't be hoodwinked by what appears to be an amiable split: Divorce is heart-wrenching.