Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
UBS Expands Into 'Brazilian Texas' to Reach Newly Minted Millionaires
By Cristiane LucchesiUBS has 1,300 employees, including 570 wealth advisors, dedicated to 50,000 Latin American private-banking clients.
November 03, 2022
Envestnet Shows Off Tech Enhancements at Schwab Impact: Tech RoundupAlso, Allianz, Barings and Broadridge are all investing in FLX Networks' tech platform.
November 01, 2022
Here Are the Finalists for Excell Women in Wealth Management AwardsThe awards are presented by Carson Group, Fidelity Institutional, Mariner Wealth Advisors and Financial Independence Group.
November 01, 2022
LUMINARIES 2022 Finalists: Community Impact — FirmsAn evolution of our Broker-Dealers of the Year awards, the LUMINARIES program is now in its second year.
November 01, 2022
LUMINARIES 2022 Finalists: Community Impact — IndividualsThe Class of 2022 Finalists have been reviewed by a diverse panel of judges, and a select group of winners will be announced Nov. 17.
November 01, 2022
LUMINARIES 2022 Finalists: Executive Leadership — FirmsThe Class of 2022 Finalists have been reviewed by a diverse panel of judges, and a select group of winners will be announced on Nov. 17.
November 01, 2022
LUMINARIES 2022 Finalists: Executive Leadership — IndividualsMeet the standout individual finalists — who were selected from hundreds of stellar nominations by our editorial team — in Executive Leadership.
November 01, 2022
The Key to Knowing When It's Time to QuitAdvisors can serve as "quitting coaches" to their clients, pro poker champ turned consultant Annie Duke tells ThinkAdvisor.