Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Ex-FBI Agent: How to Decode Your Clients' Body Language
By Jane Wollman RusoffCounterterrorism veteran Joe Navarro tells ThinkAdvisor how to put clients at ease — and cast themselves in a favorable light.
August 13, 2018
Many Americans Still Feel the Pain of Lost WealthFor your life and annuity prospects, the effects of 2008 are still with us.
August 13, 2018
Ex-Smith Barney CEO Joins Steward BoardCharlie Johnston will support the Raymond James indie affiliate, which has about $10 billion in assets and 100 advisors.
August 10, 2018
Many of the Best Wall Street Jobs for Women Aren't on Wall StreetFirms with the highest share of female portfolio managers are located thousands of miles from Manhattan.
August 06, 2018
Baird Taps New Wealth ExecIn her new role, Laura Thurow will lead staff, platforms and back-office support for the firm's 850 financial advisors.
July 30, 2018
When Will Wells Fargo's Scandals End?As the bad news and advisor departures continue, experts debate Wells Fargo's future and what the wealth industry can learn from its scandals.
July 25, 2018
RBC Nabs $190M Merrill Team in New Jersey: Recruiting RoundupMeanwhile, Wealth Enhancement Group says it is buying Retirement Strategies, an independent practice with about $350 million in assets based in Florida.
July 19, 2018
What Living and Working in a Motel Taught This AdvisorNancy Dinh, who now works at Armor Wealth Management, was born in Vietnam and moved to the U.S. with her family in 1975.