Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
$250M Merrill Team Goes Indie in Texas
By Janet LevauxRobert Gilliland spent more than 20 years with Merrill before moving to Sanctuary Wealth's network and platform.
February 12, 2020
Number of Female CFPs Hits Record LevelGrowth statistics by the CFP Board also show rising numbers of black and Hispanic financial planners.
February 11, 2020
RIA Carson Wealth Adds 3 Merged Firms With $182MThe addition of the boutique RIAs boosts Carson's AUM past $12 billion.
February 11, 2020
Advisors Talk About How Sexism, Lack of Diversity Affect ThemA panel of financial pros told their stories at the TD Ameritrade National LINC conference.
February 05, 2020
How to Deal With an Aging Advisor Force and Aging ClientsA new Cerulli report lays out the challenges and how to address them.
February 05, 2020
Advising Women Over 50Women in this age group face a number of life transitions that leave them in need of financial advice.
January 31, 2020
How to Maximize Your Value to Clients: Carson GroupIf you're not adding value, you stand to lose clients, Managing Director Michael David says.
January 24, 2020
What's Job. No. 1 for Women in WealthTech?For these 15 female leaders, the focus is on innovating and integrating resources, while redefining their role in the business.