Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Millennials Hesitant to Go All-in on Digital Advice
By Michael S. FischerMillennials demand digital communication and robo-advice but they dislike most banking apps and still want access to human advice, MyPrivateBanking reports.
February 02, 2018
Why Rich Women Support Women’s and Girls’ CausesNew research finds wealthy female donors are strategic and willing to take risks.
January 31, 2018
LPL Nabs $1.6B INVEST Group: Recruiting RoundupMeanwhile, Raymond James and RBC recruit Wells Fargo teams
January 30, 2018
The $12 Trillion Mutual Fund Men's Club Needs More WomenIt's a disservice to clients that only 2% of those assets are managed exclusively by women.
January 26, 2018
BofA’s Moynihan: ‘50-50 Chance’ Next CEO Is a WomanThe bank chief points to a growing number of women on his top staff; still, men oversee all of the biggest revenue-producing units.
January 18, 2018
Dan Seivert's Tips for Wealth Management Firms Looking to SellEveryone thinks its a sellers market now, but thats not true, the CEO of Echelon Partners says.
January 02, 2018
How Big Advisory Firms Are Adding More WomenWith women representing less than 20% of advisors and minorities just 10%, the industry has much room for improvement which some firms readily acknowledge and are working hard to address.
December 12, 2017
The Key to Unlocking US GDP Growth? WomenAccording to S&P Global, theres an opportunity to add 5-10% to nominal GDP by attracting more women to the workforce.