Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Convergent Nabs Goldman Advisor; Aims to Double Its Assets
By Janet LevauxBoutique firms newest executive, Charles Winn, plans to help the group add clients and partners nationwide from a variety of backgrounds.
November 26, 2013
Millennial Women More Interested in Finance, but Lack ConfidenceYounger women are more interested in financial issues than their older counterparts, but lack the confidence to take action, according to an Allianz Life study.
November 25, 2013
CEOs Share Views on Turnover, TransparencyMorgan Stanley Chairman & CEO James Gorman says the industry is now through the mayhem of the financial crisis that led many brokers to switch firms.…
November 21, 2013
Millennial women display interest in personal financeMillennial women are keen to learn about personal finance but have trouble transferring that knowledge into an actionable plan.
November 20, 2013
Krawcheck Warns Investors in Big Banks to Be WaryThe former wealth management executive questions the underlying earning power of major banks, while expressing optimism for improving margins in wealth management.
November 20, 2013
Where the World’s Billionaires AreThe worlds ultrawealthy population last year hit a record high, according to a new report from Wealth-X and UBS.
November 15, 2013
Baird Adds to Training, Women’s ProgramsThe broker-dealer's advisor force is less than 15% women; it wants to raise that number via special events, recruiting and other steps.
November 12, 2013
Helping Female Advisors Navigate a Male-Dominated ProfessionWe are losing women in this profession and we do have a gender issue in this profession, Rebecca Pomering of Moss Adams Wealth Advisors said.