Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Hurting the Rich Won’t Help the Poor
By Barry RitholtzWe shouldnt delude ourselves into thinking that making the rich less rich does a lot for the poor in the absence of better government.
September 21, 2015
Lebenthal Adds Co-CEO as Chief Takes Reins of Wealth UnitEx-Ally Bank CEO Barbara Yastine will join Alexandra Lebenthal in the top role as Frank Campanale steps down as wealth chief.
September 15, 2015
Women Make Great Advisors — So Why Aren’t There More?When women look for a financial advisor 70% look for a woman. With that sort of demand why are only 30% of advisors women?
September 09, 2015
Recruiting Roundup: UBS Adds $5B Team From JPMorgan, Advisor From MerrillMeanwhile, Wells Fargo recruits JPMorgan rep, as Ameriprise picks up four ex-Wells FAs.
September 08, 2015
4 Ways to Prepare Families for a Smooth Wealth TransferWhen wealth holders team up with a savvy advisor to teach their children how to manage wealth responsibly, many problems can be avoided.
September 02, 2015
Work call etiquette has men chatting sports, boomers hanging upIts not just your job, its your gender and age that determine how you behave on conference calls.
August 26, 2015
Recruiting Roundup: UBS Nabs 4 Ex-Merrill Reps in FloridaMeanwhile, Raymond James adds a husband-and-wife team in Dallas to its employee channel.
August 19, 2015
Approving first sex-drive pill for women outweighs risks for FDAAddyi may lead to sequels to the old Viagra drug coverage debates.