Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Rise of 'Gray' Divorce Forces Financial Reckoning After 50
By Suzanne WoolleyMany women let husbands make the long-term financial decisions, leaving them vulnerable when separation or death strikes.
April 10, 2018
A Millionaire Mindset Never Made Anyone RichJamie Dimon isn't performing visualizations; Ray Dalio doesn't have a dream board.
April 05, 2018
Ladenburg Partners With a Nationwide Women's NetworkThe W Source helps women in finance establish local networking groups.
April 04, 2018
Morgan Stanley Fires Oregon Advisor After Abuse AllegationsEmployee was executive director in wealth-advisory business; bank says all should be treated with 'dignity and respect.'
April 03, 2018
Wells Fargo Saga Broadens to Wealth GroupThe firm and regulators are investigating many issues; meanwhile, rivals Merrill Lynch and Morgan Stanley announced changes to their ultra-high-net-worth efforts
April 03, 2018
Market and Other Madness Is in the AirYes, March was a big news month: The U.S. Court of Appeals for the 5th Circuit voted 2-1 on the 15th to vacate the Labor Department's fiduciary rule.…
March 20, 2018
Wells Fargo Denies FBI Reviewed Wealth UnitQuestioning was conducted by company-hired lawyers, not the FBI, an exec says, but nonetheless 'clients are commenting on this,' says Danny Sarch.
March 16, 2018
Women Still Underserved in Finance: Edward JonesEdward Jones surveyed 100 women at its recent women's conference.