Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
How to Beat Zoom Burnout, Compassion Fatigue
By Janet LevauxMaria Considine King of Commonwealth explains how to make virtual workdays more manageable and shares lessons from hosting the Summit for Women Advisors.
July 16, 2020
Merrill vs. Morgan Stanley: An Earnings-Season Tale of Two WirehousesAfter a bumpy quarter, the two firms painted very different earnings pictures.
July 15, 2020
$500M Female Team Exits Morgan Stanley to Join RIAKansas-based Bowersock Capital Partners adds to the RIA's $10 billion in assets.
July 09, 2020
Women Still Let Spouses Take the Lead on Financial Matters: SurveyThe UBS survey also found that women believe in equal participation in financial decision-making.
July 09, 2020
Next Wealth/Stack Event for RIAs to Be VirtualThe inaugural event, led by Josh Brown and Barry Ritholtz, drew more than 700 advisors and others to Scottsdale, Arizona, last fall.
July 08, 2020
How Creative Planning's Rothove Helps Ultra-Wealthy ClientsYounger staff at the firm see women in leadership and realize, "Hey, I can do this, too," said the RIA's vice president.
June 24, 2020
Pandemic Lockdown Provides Silver Lining for MillennialsSpending is down and incentives to invest are up, survey finds.
June 23, 2020
11 Trailblazing Women Share 11 Nuggets of WisdomWomen only make up 14% of the advisory business, but the advice offered here can help any gender succeed.