Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Morgan Stanley Rolls Out Digital Vault
By Janet LevauxIts advisors and clients can share and store encrypted documents, like financial statements, on Box's cloud-based platform.
July 10, 2019
United Capital Teams With Nonprofit Girls Who InvestThe mentoring initiative could help expand the number of women in the asset management industry.
July 10, 2019
Carson Wealth Adds $566M RIA in FloridaRuggie Wealth Management joins Carson via an exchange of a 25% interest of its business for an equity stake in the nationwide RIA.
July 03, 2019
LPL Grabs $1.1B Raymond James Team: Recruiting RoundupMeanwhile, Carson Partners, part of Ron Carson-led Carson Wealth, has added two firms with a total of nearly $200 million in client assets.
June 27, 2019
Female Breadwinners, Financial Confidence on the Decline: Allianz SurveyAt the same time, fewer women work with a financial professional than in recent years, the survey found.
June 26, 2019
Harness Wealth Rolls Out Advisor Matchmaking Service for Gen XersThe tech-enabled offering pairs clients with advisors vetted by the firm.
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.