Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
When's the Right Time to Launch a Partnership Program?
By Angie HerbersThere's no one-size-fits-all approach for deciding if a partnership program makes sense for your firm.
May 11, 2021
Ark's Cathie Wood: Inflation Isn't the Biggest Market ThreatA bump in inflation will be temporary, the Ark Investment Management head says. She remains upbeat on tech stocks.
May 11, 2021
2 Merrill Teams Dash to UBS in Northern CaliforniaThe new recruits include a three-person team managing $725M who join UBS' Roseville branch and a team in San Francisco.
May 06, 2021
What Makes a Great Leader? How They ThinkBy comparing your present firm to your future firm, you wear down everyone on your team, including yourself, and just keep moving the goalpost.
May 06, 2021
Weber Says UBS Should Consider a Chairwoman After He LeavesThe global investment bank is planning to appoint the successor to Weber, 64, at its 2022 general meeting.
May 04, 2021
Dynasty to Make Minority Investments in Network Partner RIAsThe company also added Rebecca Zeitels Alcalay, GF Investments vice president, to its board.
May 03, 2021
LUMINARIES FAQ: How to Participate in ThinkAdvisor's New Awards ProgramThere are two weeks left to nominate advisors and firms for our new, pioneering recognition program. Here's what you need to know.
April 30, 2021
Can You Spot the Social Security Claiming Mistakes? Part 1Claiming spousal benefits under Social Security can be complicated. Here's a case study.