Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
$135M Merrill Team Goes Indie With New RIA
By Ginger SzalaThe group, now partnering with TruClarity Wealth Advisors, includes two veteran advisors based near Houston.
September 30, 2019
Should Advisors Copy Ken Fisher's Marketing Strategy?Fisher spends more than three times the share of revenue on advertising and marketing as the typical advisor, Michael Kitces says. Do advisors need to step it up?
September 24, 2019
About That New Conference in Phoenix ...Here's what really went down and what the edgy gathering has in common with another big industry event.
September 13, 2019
Former Air Force Pilot Tells Female Advisors: Sky's the Limit"Do not censor part of yourself," ex-Thunderbird Nicole Malachowski says at Raymond James' 25th annual event.
September 12, 2019
'Future-Proofing' Wealth Is HNWs' Top Investment Priority: SurveyMore than a third are looking to decrease their investment risk, an RBC survey found.
September 11, 2019
Raymond James Kicks Off 25th Annual Women's EventRenée Baker, the firm's new leader of diversity and inclusion, met a crowd of more than 700.
September 05, 2019
Merrill Breakaways Form $165M Group in HoustonRoyal Harbor Partners includes veteran advisors Glenn Royal, Michele Jones and Natalie Picha.
August 23, 2019
Why Wealthfront's Latest Deal Won't Impact AdvisorsBut the hybrid-robo transaction could lead to "rapid escalation" in subscription pricing battles, Michael Kitces says.