Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Marty Bicknell: An Innovator Entrepreneur — The 2016 IA 25
By Bernice NapachMarty Bicknell, the CEO of Mariner Holdings, is above all an innovator who knows how to build a company from the bottom up.
May 13, 2016
Kate Healy: TDAI’s Diversity Driver — The 2016 IA 25TD Ameritrade Institutional is putting its diversity money where its mouth is, and Kate Healy is leading that charge.
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.