Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Kitces Asks: How Should 'Best Advisors' Be Ranked?
By Janet LevauxMichael Kitces asked about better ways to rank top-performing advisors. Here's what advisors said.
December 04, 2018
Wall Street Rule for the #MeToo Era: Avoid Women at All CostsApparently men have a different interpretation of the #MeToo movement: Leave female proteges behind.
November 29, 2018
Inside UBS' Huge Diversity PushAs women and minorities get wealthier, "this is a market that's up for grabs," UBS' Kenneth Correa tells ThinkAdvisor.
November 20, 2018
Generational Wealth Transfer to Hit $68 Trillion Over 25 Years: CerulliHigh-net-worth practices need to develop multigenerational client relationships to survive, Cerulli warns.
November 14, 2018
In This Top 10 Ranking of Wealthiest Countries, U.S. Is AbsentA Credit Suisse report on global wealth doesn't have the U.S. in the top 10 by this important metric.
November 14, 2018
5 Myths That Slow Recruitment of Women AdvisorsWomen tend to have characteristics and skills that make them great advisors. Here are ways to capture their attention.
November 12, 2018
Wall Street's $45T China Dream Inches Toward RealityThree firms have applied to increase stakes in securities JVs; trade war, falling stocks and debt pile are all warning signs.
October 31, 2018
RBC Wealth Nabs $550M Merrill Team in Beverly HillsThe two advisors come on board about one week after RBC added a Wells Fargo group with $1.4 billion in assets.