Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Investment Advisor's Top 16 Women in WealthTech
By Janet LevauxFor this inaugural list, we chose to present a group of individuals who lead tech efforts at indie and national BDs, wirehouses, RIAs and more.
January 31, 2019
Behind the Screen: 16 Top Women in WealthTechInvestment Advisor proudly presents its inaugural list of the most influential female financial professionals in the field of technology.
January 31, 2019
Wells Fargo Loses $1B Team: Recruiting RoundupMeanwhile, LPL Financial, Raymond James' Alex. Brown and SunTrust announced their latest recruits; and Wealth Enhancement Group moves to acquire Summit Planning Group.
January 16, 2019
BofA's Wealth Unit Boosts Profits 43%: Q4 EarningsMerrill Lynch chief Andy Sieg says it intends to stay in the broker protocol for recruiting and stay out of the independent channel.
January 16, 2019
Citigroup Reveals Female Employees Earn 29% Less Than Men DoWomen are about half of the bank's workforce but just 37% of management.
January 16, 2019
Corporate Boards Making Little Progress in Adding Women: MSCIAt this rate, the share of directors who are women won't hit 30% until 2029.
December 13, 2018
IFP Chooses BNY Mellon's Albridge for Wealth ReportingAlbridge Wealth Reporting allows advisors to present a complete view of all client assets, even those held away.
December 12, 2018
Successful RIA Deals Take More Than a CheckbookThere are three factors involved with successful acquisitions, according to industry leaders who spoke at the MarketCounsel Summit.