Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Baird Amps Up Its Push for Advisor Talent, From Within and Without
By Jeff BermanTwo Baird leaders talk to ThinkAdvisor about integrating Hilliard Lyons advisors, recruiting during the pandemic and efforts to boost diversity.
December 03, 2020
Why LPL's Waddell & Reed Deal Is a Big Score for Both SidesThe $300 million transaction is "a quality acquisition" for LPL with "substantial benefits" for W&R advisors, Jon Henschen says.
November 24, 2020
Clients Using Apps to Reach Advisors Happier Than Other Investors: J.D. PowerA third of both advised and DIY investors have used wealth management firms' mobile app more frequently during the pandemic.
November 11, 2020
Advisors Highlight Best Practices of 2020 at Virtual EventWith some 1,500 registrants, the 26th annual Raymond James Women's Symposium brought advisors and experts together to discuss resiliency and inspire success at a challenging time.
November 10, 2020
Why Small Is the New Big for RIAsWhile "scale" is today's industry buzzword, most advisory firms can survive and thrive despite their relative size.
October 30, 2020
Buckingham to Acquire $782M Oregon RIAThe addition of Confluence Wealth Management marks the sixth strategic partnership for Buckingham so far this year.
October 26, 2020
$550M Merrill Team Jumps to RockefellerThe firm's latest recruiting news comes two months after a $400 million group joined it from Morgan Stanley.
October 21, 2020
Why Small Firms Should Relish the Effects of ConsolidationThe surge in M&As obscures the fact that the advisory pie is getting larger for all players, not just the big ones.