Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Client-Centric CEO: Raymond James’ Paul Reilly
By Janet LevauxRaymond James CEO Paul Reilly talks to Research magazine about connecting with clients, the burden of regulation and the future of full-service advisors.
May 10, 2016
Wealthy Investors Not Afraid to Use Robo-Advice, Study FindsAdvisors who worry that automating some of their tasks could alienate clients have little to fear, a survey from MyPrivateBanking found.
May 04, 2016
The Poverty of the Wealth EffectMany of the Fed's recent monetary policy decisions were driven by a belief in the so-called wealth effect that is very likely wrong.
May 02, 2016
UBS Adds Content for Clients Worried About 2016 ElectionThe wirehouse rolls out reports and live events in response to a poll that finds 80% of investors worried about the next U.S. president.
April 28, 2016
Raymond James Focusing on Diversity for Future GrowthThe firm and its advisors are expanding the scope of efforts to boost blacks and women in the business.
April 27, 2016
Raymond James CEO: Deutsche Deal ‘Accelerates Shifts’ in HNW SpaceCEO Paul Reilly also explains why and how the DOL fiduciary rule is frustrating, entailing costs across the industry.
April 27, 2016
A Wealth Planning Tool That Anticipates Clients’ Next MovesNorthfield Information Services built WealthBalancer to help advisors build holistic plans that include future life events.