Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Fintech Isn't Solving Industry's Diversity Problem
By Emily ZulzAccording to Morningstar's Don Phllips, finance is "a community that serves rich white men very well." Josh Brown says society is negligent on financial education.
March 30, 2017
HighTower Adds LPL Group in St. LouisMeanwhile, a UBS team forms an RIA in Louisville and signs on with Raymond James' Investment Advisors Division.
March 22, 2017
How Not to Behave With Bulls. Literally.State Streets Fearless Girl statue: Good art, fine intentions, misdirected message.
March 20, 2017
Female Advisors More Likely to Be Fired for Misconduct Than Male Advisors: NBER StudyStudy found the financial industry is willing to give male advisors a second chance, while female advisors are likely to be cast from the industry.
February 20, 2017
Women are household CFOs, but barriers remain at workWomen are often left out when money talk starts with a financial professional even when mom heads up the family finances. Millennials aren't having it.
February 17, 2017
Top 10 Surprising States With Most MillionairesWealth is more concentrated and shifting geographically, according to the annual Phoenix Wealth & Affluent Monitor.
February 16, 2017
The reality of the middle class squeezeThe writer questions the idea that 'more Americans have easier lives today than in years past.'
February 15, 2017
Financially in Charge at Home, Women Are Less Confident at WorkA majority of American women have assumed responsibility for their familys finances, but many have not shown similar assertiveness at work, Allianz found.