Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
LPL Grabs $1.1B Raymond James Team: Recruiting Roundup
By Janet LevauxMeanwhile, Carson Partners, part of Ron Carson-led Carson Wealth, has added two firms with a total of nearly $200 million in client assets.
June 25, 2019
The Changing Face of Wealth: An Opportunity for Advisors?Millennials are "paving a path that increasingly leads to financial self-reliance."
June 20, 2019
Clients With Less Than $1M Are Where the Growth Is: ReportAs growth in personal wealth stagnated last year, a largely untapped market remains, Boston Consulting Group reports.
June 20, 2019
Wealth Firms to Fight Over $18T Held By Poorest of the RichFortunes of $1 million and less in sights of Merrill, Morgan Stanley and UBS as regulations, scandals impact returns from offshore wealth.
June 13, 2019
Best-Selling Author Tells Advisors: Don't Bring a 'Finite Mindset' to an 'Infinite Game'If your goal is to beat the competition, you're not aiming high enough, speaker Simon Sinek says at Pershing Insite.
June 12, 2019
For Today's Advisor, Data Is the New CurrencyWealth managers who succeed will be those who hold rich pools of data and mine it to provide personalized service.
June 07, 2019
What's Next for Goldman After United Cap Deal?Goldman Sachs Group CFO Stephen Scherr describes the next area of opportunities for acquisitions in global wealth management.
June 05, 2019
Advising 'Jeopardy!' Champ Holzhauer on His $2.5 Million PaydayThose who come into sudden wealth need advice on how to keep it, says advisor Troy Murphy. Here are his tips.