Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Wealth Firms to Fight Over $18T Held By Poorest of the Rich
By Patrick WintersFortunes of $1 million and less in sights of Merrill, Morgan Stanley and UBS as regulations, scandals impact returns from offshore wealth.
June 07, 2019
What's Next for Goldman After United Cap Deal?Goldman Sachs Group CFO Stephen Scherr describes the next area of opportunities for acquisitions in global wealth management.
June 05, 2019
Advising 'Jeopardy!' Champ Holzhauer on His $2.5 Million PaydayThose who come into sudden wealth need advice on how to keep it, says advisor Troy Murphy. Here are his tips.
May 31, 2019
The Downside of DisclosureDisclosure is intended to build trust with investors, but it often has the opposite effect.
May 23, 2019
How Women's Foundations Use Their MoneyMost of it goes to local nonprofits, research finds.
May 16, 2019
Goldman to Buy United Capital for $750MThe new owner, which has $500 billion in wealth assets under supervision, expects the deal to close in the third quarter.
May 09, 2019
Advisor Group Adds 8 Female Reps From Rivals: Recruiting RoundupOther groups adding advisors include Raymond James and Arkadios Capital. Plus, HighTower says its CEO is on the FSI board, and MML Investors Services forms a partnership with Brinker Capital.
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.