Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
UBS Nabs $1.8B Wells Fargo Private Bank Team
By Jeff BermanThe three-person team has joined UBS in the South Florida market.
April 14, 2021
Valerie Brown Joins StepStone BoardThe addition of the former Advisor Group and Cetera exec expands the private markets investment firm's board to 11 members.
April 14, 2021
How Financial Advisors Are Protecting Retirees From InflationMorningstar's Christine Benz outlines three ways to protect against inflation. We asked advisors for their ideas.
April 13, 2021
Journey Strategic Wealth Expands, Opens San Francisco OfficeThe Summit, New Jersey-based firm has added the first advisor team under its new RIA partnership business model.
April 12, 2021
Carson Group Adds Ex-JPMorgan AdvisorChicago-based Alexander Legacy Private Wealth Management joins the Carson Partners network.
April 05, 2021
CFP Board Names Diversity & Inclusion ChiefThe former NASCAR exec will work to advance D&I programs and grow the number of diverse CFP professionals.
April 01, 2021
How to Give Financial Advice Anytime, AnywhereYou need to think differently and to know the biggest problems your clients face.
March 31, 2021
Female Advisors' Stress Rose in 2020: SurveyFemale advisors have been more stressed than their male counterparts during the pandemic, according to a Northern Trust FlexShares survey.