Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
DOJ Expands Sales Review to Wells Fargo Wealth Unit: Report
By Janet LevauxEmployees in Phoenix are being interviewed by investigators concerning the bank's own investment products, according to the Wall Street Journal.
March 02, 2018
Wells Fargo Wealth Investigation 'A Big Deal'Industry watchers expect the probe into the wealth management unit to hurt advisor recruiting and retention.
February 21, 2018
Janney Nabs $220M Merrill Advisor: Recruiting RoundupMeanwhile, an H.D. Vest affiliate, the Carson Wealth Group and R.M. Davis announce new financial advisors and investors.
February 16, 2018
Millennials Hesitant to Go All-in on Digital AdviceMillennials demand digital communication and robo-advice but they dislike most banking apps and still want access to human advice, MyPrivateBanking reports.
February 13, 2018
What Advisors Don’t Get About Female Clients: Barbara HusonThe prominent wealth coach talks to ThinkAdvisor about what advisors need to do whether they want to or not to connect with women.
February 07, 2018
Advisor Group & W Source Partner to Support Female AdvisorsThe group of independent broker-dealers and networking organization launch the plan as a growing number of women join the profession.
February 02, 2018
Why Rich Women Support Women’s and Girls’ CausesNew research finds wealthy female donors are strategic and willing to take risks.
January 31, 2018
LPL Nabs $1.6B INVEST Group: Recruiting RoundupMeanwhile, Raymond James and RBC recruit Wells Fargo teams