Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Concentrated Stock Investing Through a New Lens
By Tom Boczar, Elizabeth OstranderHere's a strategy, and a tool, to help investors prudently employ both indexing and concentrated stock investing.
June 21, 2017
Industry Needs to ‘Modernize’ to Accept Smaller Investors: SchwabWealth is more than "a specific sum of money" to many Americans, and the industry needs to adapt to accept this, Schwab execs say.
June 08, 2017
Wealth Advisor, Heal Thyself: 5 Symptoms Causing Advisors PainTo help advisors understand how to get their valuable time back, they first need to diagnose their biggest pain points.
June 07, 2017
New Cetera Tool Will Use Facial Recognition to Measure Client EmotionsCetera announced Wednesday that it is launching facial recognition software as part of its client discovery process.
June 06, 2017
The Future of Digital Financial Advice: Who Will Succeed?Two industry meetings in New York this week focused on the growth and evolution of robo-advisors.
June 06, 2017
RBC Wealth Taps Morgan Stanley Exec to Lead Chicago ComplexMeanwhile, it adds a $1 million Baird advisor in Oregon and a $1.4 million wirehouse rep in Texas.
June 05, 2017
Morgan Stanley Moves (Again) to Streamline Wealth GroupThe firm is getting rid of divisions and recently consolidated its Dallas operations.
June 02, 2017
Symbiont to Launch Alternative Market for Closed-End Funds: Tech RoundupSymbiont announced it has partnered with a Hong Kong-based online marketplace to launch an alternative market for closed-end funds.