Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
How Women's Foundations Use Their Money
By Michael S. FischerMost of it goes to local nonprofits, research finds.
April 25, 2019
UBS Seeks More Deals Among U.S. BillionairesFirm will also seek a greater share of the middle market after reporting steep slump in merger fees, equity underwriting.
April 19, 2019
Mariner Wealth Adds $1.3B RIA in FloridaThe move brings the number of deals for the $22 billion firm this year to six.
April 12, 2019
Single Women More Confident About Money Knowledge Than Married Women: UBSOne single woman told UBS, ""Women underestimate what they know. Men can be overconfident."
April 12, 2019
Wells Fargo's Wealth Unit Struggled in Q1But the bank beat analyst expectations on revenue and profits.
April 11, 2019
Rich Women Calling More of the Shots: Merrill Wealth Chief"Arguably it's the most powerful trend in our industry," said Andy Sieg, president of Bank of America Corp.'s Merrill Lynch Wealth Management unit.
April 09, 2019
3 Simple Ways to Improve Opportunities for Female AdvisorsHalf of the U.S. population is female, so why are less than 20% of advisors women? We need to get serious to change this. Here's how.
March 29, 2019
Can an Outsider CEO Save Wells Fargo?There's a lot at stake as the scandal-plagued bank tries to change its culture, improve its reputation and retain its financial advisors.