Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Raymond James Hits Revenue Milestone as Profits Improve 7% in Fiscal Q2
By James J. GreenTotal number of advisors in the Private Client Group reached record 6,384, but assets grew faster than headcount.
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.
April 06, 2015
Nigeria Ripe for Change With Buhari’s Victory, Oil in SpotlightNigeria's new president has opportunities for growth along with many challenges to contend with.
April 02, 2015
Technology and Wealth: The New Wealth ManagerWhen Charles Schwab introduced the retail version of its robo-advice offering in early March, Executive Vice President Naureen Hassan said the company had received 28,000 inquiries on the offering, Schwab Intelligent Portfolios, since it was announced last fall.
April 02, 2015
The Changing Face of Wealth ManagementWealth management now and in the future will be as different as the makeup of the (changing) wealthy. It will also be very similar.