Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Your Team's Communication Problems Can Kill Your Firm
By Angie HerbersA lack of clear communication lines can lead to confusion and overwhelm staff.
April 23, 2021
Commonwealth Nabs LPL Exec as General CounselPeggy Ho spent 14 years at LPL, most recently as head of government relations and chief of staff for compliance, legal and risk.
April 22, 2021
Meet the 2021 IA25: VIPs Pushing Advisors ForwardThis year's list features advisors, experts and leaders in financial services who are breaking new ground.
April 22, 2021
Turn Off the Camera, Pick Up the PhoneThese two communication changes can create striking improvements in your firm's virtual office culture.
April 21, 2021
Putnam Names Next Head of Institutional ManagementKaitlin M. May will take over on July 1, when current head Jeffrey L. Gould retires.
April 20, 2021
Marguerita Cheng: To Boost Advisor Diversity, Look Beyond RecruitingThe Blue Ocean Global Wealth founder tells ThinkAdvisor that the industry should encourage teamwork over cutthroat competition.
April 20, 2021
UBS Nabs $1.8B Wells Fargo Private Bank TeamThe three-person team has joined UBS in the South Florida market.
April 20, 2021
Goldman Reveals Black Workforce Numbers for the First TimeOf the bank's 1,548 U.S. executives, senior officials and managers, 49 — or 3.2% — are Black. Overall, Blacks account for 6.8% of its U.S. workforce.