Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Fisher's Remarks Spark Calls for Change, Codes of Conduct
By Janet LevauxIn light of Ken Fisher's behavior at an industry event, one female CEO and other industry players discuss ways to change the culture in wealth management.
October 04, 2019
UBS Advisor's Rules: No Account Minimums, No Jerks"I turn down very large opportunities all the time" if the client isn't a good fit, Jason Katz, who advises celebrities and athletes, tells ThinkAdvisor.
October 04, 2019
Envestnet CEO Jud Bergman Remembered as VisionaryTributes to Bergman, who died in a car crash, pour in from Ron Carson, Michael Kitces, Aaron Klein and other members of the advisory and fintech communities.
October 04, 2019
$135M Merrill Team Goes Indie With New RIAThe group, now partnering with TruClarity Wealth Advisors, includes two veteran advisors based near Houston.
October 04, 2019
Envestnet CEO Killed in Car CrashJud Bergman's death has shocked the industry, as leaders like Joe Duran, Michael Kitces and Aaron Klein expressed online.
October 02, 2019
Is Free Trading at E-Trade, Schwab and TD Ameritrade Really a Boon for Investors?No-cost trades could lead to more bad trades and brokerages hawking more costly products, industry watchers say.
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.