Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Citi Taps Merrill Exec to Head Wealth Management
By Janet LevauxThe news comes less than a week after the bank named Jane Fraser as CEO Michael Corbat's replacement starting in February.
August 26, 2020
Morgan Stanley Launches 'Women Without Limits' ProgramThe new initiative will focus on promoting financial literacy and spotlighting female leaders.
August 26, 2020
Advisors Stereotype Female Clients Without Realizing It: MerrillA study of behavior and language found advisors risk losing clients by making stereotypical miscues.
August 24, 2020
UBS Nabs $3B Team From Goldman SachsThe Washington, D.C.-based private wealth group includes three advisors and one trust and estates specialist.
August 20, 2020
First Republic Nabs $2.5B Merrill GroupMeanwhile, the Thundering Herd also loses advisors to UBS and Wells Fargo FiNet.
August 17, 2020
How the Pandemic Is Affecting Women's Finances and FutureFinancial advisors can help women consider additional resources, opportunities.
August 12, 2020
Why Raymond James' Honest Talk About Racism MattersUncomfortable conversations are needed to solve this, as our firm showed with a recent webinar and Q&A about race and the workplace.
August 06, 2020
What Advisors Must Do to Reach Affluent Women: McKinseyThe study finds advisory firms with younger women as clients could have up to four times faster revenue growth than their peers.