Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
These 'Future Shocks' Could Shake Up Wealth Management
By Jane Wollman RusoffToffler Associates CEO Maria Bothwell tells ThinkAdvisor about four major drivers of change advisors need to watch.
March 07, 2019
Many Women Defer to Spouses on Big Financial Decisions: UBSYounger women are even more willing than older women to leave long-term planning to spouses, a study found.
March 07, 2019
UBS Promotes Advisors, Staff as It Targets BillionairesThe bank elevated 60 wealth advisors and 36 Americas staffers to managing director.
February 12, 2019
Paul Tudor Jones: Can an ETF Save Capitalism?The billionaire trader started Just Capital to move companies beyond short-term profits, he says at Inside ETFs event.
February 11, 2019
How UBS' Ellen Pierce Mentored Dozens of Female AdvisorsWomen are the main benefactors of a great wealth transfer underway — and many prefer to work with female advisors, Pierce says.
February 08, 2019
Big Investors Demand Alt Investment Firms Hire More WomenThe firms appear to be listening, according to KPMG.
February 06, 2019
Want to Build Your Business? Hire an Intern: TD Ameritrade LINC"We underestimate how talented these young people are," said XY Planning co-founder Alan Moore.
February 06, 2019
ProEquities Forms Partnership for Female AdvisorsBy working with the W Source, the firm's female reps can receive coaching and networking support.