Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Nesvold Capital Makes Its Second RIA Deal
By Jeff BermanThe new merchant bank bought a minority stake in Pure Financial Advisors, a $2.7 billion California RIA.
October 16, 2020
Merrill vs. Morgan Stanley: Which Added More Assets, Advisors in Q3?Though both posted somewhat mixed results, only one of the two firms posted strong asset flows in the quarter.
October 09, 2020
A Year Later, What's the Impact of Fisher's Crude Remarks?Alex Chalekian, Rachel Robasciotti and Sonya Dreizler describe what's changed — and what hasn't — for women in finance.
October 08, 2020
Wealth Enhancement Group Acquires $900M RIAThe firm, 10-15 Associates, has seven financial advisors and is based in New York.
October 07, 2020
How an Exec Is Revamping RBC WealthAnn Senne tells ThinkAdvisor how she's leading the transition from "old-school" BD to "digitally enabled" advisor business.
October 06, 2020
UBS Nabs 3 Wells Fargo Advisors Managing More Than $400MThe recruits include a 30-year industry veteran and an advisor focused on UHNW private banking.
September 30, 2020
Goldman: When It Comes to Finances, Women's Roars Are Reduced to WhimpersA trio of Goldman Sachs leaders discuss how women need to harness their investment power.
September 28, 2020
What Older Women Desperately Want to Tell Younger Women About MoneyThe GAO asked 190 women over 70 for financial tips. Here are the 4 top answers.