Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Where are the women in finance?
By Barry RitholtzWhy are there so few women in senior positions in finance?
February 23, 2016
Tech millionaires keep China's wealth machine humming for banksThe expanding group of high-net-worth individuals in China presents an opportunity and a challenge for global banks.
February 16, 2016
4 Steps to Better Engagement With Female InvestorsGender stereotypes and fundamental service misalignments continue to stand in the way of the industrys efforts to meet the needs of female investors.
February 04, 2016
Valeant slammed, Shkreli calls Congress ‘imbeciles’ in tweetOne lawmaker accused Shkreli of not taking the hearing seriously.
February 01, 2016
What Advisors Can Learn From ‘Conan the Contrarian’Let's examine some common assumptions fee compression, robo competition, the coming wealth transfer in light of the facts.
February 01, 2016
BoA: Oil crash kicking off largest wealth transfer in historyOptimists argue that cheap oil is a good thing for consumers and commodity-sensitive businesses; pessimists point to the hit to energy-related investment and the financial system.
January 27, 2016
Recruiting Roundup: 3 Advisors Leave Merrill for LPL AffiliateMeanwhile, Southern California-based EP Wealth Advisors merged with Ballou Plum Wealth Advisors.
December 28, 2015
Where Are Advisors Most Needed?The total assets of ultra-high-net-worth individuals in the U.S rose 9% to $15.2 trillion in 2014. In the top dozen cities alone, wealth rose by more than…