Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
How Raymond James Is Cultivating Black Advisor Talent
By Jeff BermanAfter holding its ninth symposium for Black advisors, the firm says it's zeroing in on colleges and universities.
March 01, 2023
13 Things Clients Don't Get About Taxes: Advisors' AdviceWe asked advisors how they cleared up their clients' biggest tax misconceptions.
February 28, 2023
Biden Nominates Julie Su as Labor Secretary, Replacing WalshSu would replace Marty Walsh, who is expected to become the head of the NHL players' union.
February 28, 2023
Merrill Names New Private Wealth HeadLindsay Hans will succeed Don Plaus as head of the firm's Private Wealth Management, International and Institutional.
February 17, 2023
Stocks May End 2023 Higher After Bumpy Trip: Dana D'AuriaAdvisors should look at how they can personalize client portfolios at scale, said Envestnet's co-CIO.
February 17, 2023
Why Cultural Competencies Matter: LUMINARIES PodcastAttracting diversity to an advisor team is easy; maintaining it is harder, argues Carson Group's Ana Trujillo Limon.
February 16, 2023
Dynasty Financial Partners to Buy Breakaway Consultant TruClarityPamela Stross, TruClarity CEO and president, plans to join Dynasty as a consultant after the transaction is completed.
February 16, 2023
Next Hearing Set for Suspect in BofA-Merrill Exec's KillingThe next hearing for ex-broker Anthony Duwayne Turner is scheduled for March 13.