Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
A Hidden IRA Benefit Most Advisors Miss
By Jane Wollman RusoffAdvising this group of women to open IRAs can help them secure their retirement and save even more, Marcia Mantell tells ThinkAdvisor.
May 18, 2017
Women Are Savvier Investors Than They ThinkJust 9% of women in a Fidelity study believed that they had outperformed men during the past year. The evidence suggests otherwise.
May 17, 2017
Companies With Female Leaders Outperform: ThirtyNorthThirtyNorth's Women Impact Strategy outperformed its benchmark by about 3.5% in its first year.
May 15, 2017
Women Unprepared to Inherit Wealth or Pass It On: SurveyHeirs of both genders are generally unprepared, uninformed and unsupported, women somewhat more so than men, research by RBC Wealth Management shows.
May 12, 2017
Heads of Wealthy Families Hold Off Disclosing Inheritance: Wilmington TrustAmong wealth holders, 67% are apprehensive about sharing inheritance details.
May 10, 2017
Why RBC Wealth Is Saying ‘Hold the Robo’The firm isnt the only one to put a stop to its automated investing plans, says consultant Tim Welsh remember LPLs NestWise?
May 02, 2017
UBS Americas to Boost Product Sales as Recruiting Focus FadesThe group, which tops rivals with average fees and commissions, is shifting its strategy, says CFO Kirt Gardner.
May 01, 2017
Focus Financial Adds $2B RIA in Silicon ValleyBordeaux Wealth Advisors comes on board to boost its growth in the West in partnership with the RIA rollup firm.