Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
J.D. Power Ranks Full-Service Firms
By Janet LevauxJ.D. Power's latest survey of investors working with financial advisors shows their overall level of satisfaction is unchanged from last year at 807 on…
April 23, 2015
Raymond James Hits Revenue Milestone as Profits Improve 7% in Fiscal Q2Total number of advisors in the Private Client Group reached record 6,384, but assets grew faster than headcount.
April 22, 2015
Female FAs tired of playing musical chairsAnn Hughes of The Female Affect says the musical chairs game must stop and new female recruits must be brought into the fold.
April 22, 2015
Want a different point of view? Put yourself in other people's shoesImagining yourself living through other people's situations helps you empathize ... and makes you a better advisor.
April 21, 2015
Mammogram proposal threatens to reignite screening battleA PPACA preventive services panel questions the value of screenings for women in their 40s.
April 21, 2015
Mammogram proposal threatens to reignite screening battleA PPACA preventive services panel questions the value of screenings for women in their 40s.
April 15, 2015
Female FAs Tired of Playing Musical Chairs: Ann HughesRecruiting existing female advisors is simply a game of musical chairs. Ann Hughes, consultant-with-a-mission, says it's time for a new game.
April 09, 2015
Best Full-Service Investment Firms Ranked by Investors: J.D. Power — 2015Overall satisfaction is stagnant across full-service broker-dealers, the survey finds.