Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Many of the Best Wall Street Jobs for Women Aren't on Wall Street
By Liz Capo McCormick and John GittelsohnFirms with the highest share of female portfolio managers are located thousands of miles from Manhattan.
July 25, 2018
RBC Nabs $190M Merrill Team in New Jersey: Recruiting RoundupMeanwhile, Wealth Enhancement Group says it is buying Retirement Strategies, an independent practice with about $350 million in assets based in Florida.
July 19, 2018
What Living and Working in a Motel Taught This AdvisorNancy Dinh, who now works at Armor Wealth Management, was born in Vietnam and moved to the U.S. with her family in 1975.
July 18, 2018
Has the Robo-Advisor Frenzy Peaked?Most investors who open accounts with robo-advisors have more curiosity than assets.
June 28, 2018
Young, Wealthy Americans Want to Leave a Socially Responsible LegacyHigh-net-worth investors are thinking more critically about how to deploy their assets, RBC says.
June 27, 2018
5 Topics Wealthy Clients Are Clamoring to Discuss With AdvisorsEighty-seven percent of wealthy investors in a survey had advisors, but only 16% discussed wealth planning, U.S. Trust found.
June 27, 2018
EMM Wealth: A '50-Year-Old Startup'Not resting on its laurels, the New York RIA builds for the future, starting with its people.
June 27, 2018
Wealth Managers, Stop Cutting Fees If You Want to SurviveFees aren't as sensitive a topic for clients as many wealth managers think, a study finds.