Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
How RBC's Kimmell 'Bulldozed' Through the Glass Ceiling
By Ginger SzalaFrom switching paths in financial services and to overcoming work/life hurdles, she's helped blaze a trail for others.
December 12, 2019
JPMorgan Forms New Wealth BusinessThe unit starts with an asset base of about $400 billion, far smaller than its wirehouse rivals.
December 10, 2019
Why Schwab's Sonders 'Keeps It Simple'Popular investment strategist dishes on her career, Wall Street VIPs and Ken Fisher's recent remarks.
November 27, 2019
How to Stop Bad Conference Behavior, According to a PsychologistMelanie Katzman talks to ThinkAdvisor about why the financial services industry is particularly hard on women and what to do about it.
November 25, 2019
What Advisors Really Think About the Fisher ControversyThe surprising poll results on Fisher controversy show what 1,350 respondents think about gender issues.
November 25, 2019
Tipping Point: Why Ken Fisher's Lewd Remarks MatterThe industry speaks out for change to stop bad behavior; plus, poll highlights show what advisors really think of his comments.
November 25, 2019
A Call to 'Do Better': What Would Sallie Do?Ellevest CEO Sallie Krawcheck is speaking out on how the industry can improve its "conference culture" and its hiring and promotion of women.
November 25, 2019
Women's Stories Spotlight the Need to 'Do Better'A recent blog series illustrates in graphic detail what women in the industry have been putting up with for some time.