Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
To Connect With Tomorrow’s Clients, Focus on Closing the Industry's Gender Gap Today
By Valerie BrownFor all the talk of embracing change, the majority of independent firms and advisors continue to struggle with diversity.
August 17, 2017
Wealthy Women Prepping for Wealth TransferA recent report by RBC Wealth Management looks at how high-net-worth women approach building, preserving and transferring wealth.
August 15, 2017
Married Women Need Their Own Financial Plan: StudyThe recommendation from the Center for Retirement Research is based on data showing that many women don't stay married.
August 14, 2017
BMO Wealth Taps New Head of Advisor GroupWallace Harris comes on board in Chicago to lead a staff of 240 with some $12.7 billion in client assets.
July 26, 2017
Why Women Make Great InvestorsWomens investment behavior tends to follow recommended investment principles more often than mens, according to a Wells Fargo Investment Institute report.
July 19, 2017
Raymond James, RBC Add Advisors, Exec From Wells Fargo: Recruiting RoundupWells Fargo Advisors says it lost over 3% of its FAs over the past 12 months and 1% in the last quarter.
July 19, 2017
Merrill vs Morgan: Q2 Earnings, Wealth ResultsThe two wirehouses share their advisor tallies, profits, fee-based assets and more in their latest reports.
July 13, 2017
Dynasty Nabs $1B Breakaway Team From Merrill: Recruiting RoundupMeanwhile, UBS brings on two teams with a total of $975 million in assets from Merrill's Thundering Herd.