Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Valeant slammed, Shkreli calls Congress ‘imbeciles’ in tweet
By Anna Edney, Zachary Tracer and Doni BloomfieldOne lawmaker accused Shkreli of not taking the hearing seriously.
January 27, 2016
Recruiting Roundup: 3 Advisors Leave Merrill for LPL AffiliateMeanwhile, Southern California-based EP Wealth Advisors merged with Ballou Plum Wealth Advisors.
December 28, 2015
Where Are Advisors Most Needed?The total assets of ultra-high-net-worth individuals in the U.S rose 9% to $15.2 trillion in 2014. In the top dozen cities alone, wealth rose by more than…
December 22, 2015
How to be a 2016 challengerBehind every challenge of this new year is an opportunity to overcome an obstacle and, perhaps, create a new revenue stream.
December 16, 2015
Growth in Number of Female Billionaires Outpaces Males: StudyThe ultra-wealthy population is slowly changing to look more like the general population more women, more diverse.
December 14, 2015
Think Robos Don’t Appeal to the Wealthy? Think AgainCapgemini report finds great majority of younger HNWs would let a robo-advisor manage most of their wealth. They're also more likely to leave their advisors.
December 08, 2015
12 Fastest Growing U.S. Cities for Millionaires: Capgemini 2015 ReportCapgeminis newest U.S. Wealth Report finds growth of high-net-worth individuals in some surprising places.
December 03, 2015
Diabetes on the declineFor the first time in a long time, new cases of diabetes are on the decline.