Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Focus Adds $1.4B RIA in Chicago Area
By Janet LevauxMeanwhile, Securities America recruits three FAs, one from Wells Fargo and another from LPL Financial.
October 27, 2014
Raymond James Celebrates Women, Gives UpdateRaymond James hosted its 20th annual Women's Symposium in October in St. Petersburg, Florida, celebrating with a record crowd of nearly 500 female advisors,…
October 23, 2014
Littlechild Launches Online Training Program for AdvisorsThe monthly webinars are intended to resemble top-advisor panels, and a portion of the registration fees will go to charity, Littlechild said.
October 23, 2014
United Capital Acquires FlexScore Creators Valley WealthUnited Capital said Thursday that it has acquired Valley Wealth, an RIA based in California, that has $320 million in AUM.
October 22, 2014
Retired women face smaller nest eggs, higher poverty riskWomen are at a higher risk than men for downward income mobility and poverty, despite saving more of their paychecks.
October 21, 2014
Retired Women Face Smaller Nest Eggs, Higher Poverty RiskRetired women are at a higher risk than men for downward income mobility and poverty, despite saving more of their paychecks.
October 10, 2014
Krawcheck Calmly Rips Microsoft CEO Over Comments on WomenKrawcheck criticizes Satya Nadellas advice that women shouldnt ask for raises but should rely on karma instead.
October 09, 2014
Raymond James Highlights Women’s Achievements, Tech UpdatesThe firm attracts a record number of attendees, including 29 prospective advisors, to its 20th annual event for female reps.