Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
ProEquities Forms Partnership for Female Advisors
By Janet LevauxBy working with the W Source, the firm's female reps can receive coaching and networking support.
January 31, 2019
Women in WealthTech: Naureen Hassan of Morgan Stanley Wealth ManagementThe Chief Digital Officer shares her views on everything from what keeps her up at night to her favorite apps.
January 31, 2019
Behind the Screen: 16 Top Women in WealthTechInvestment Advisor proudly presents its inaugural list of the most influential female financial professionals in the field of technology.
January 31, 2019
Wells Fargo Loses $1B Team: Recruiting RoundupMeanwhile, LPL Financial, Raymond James' Alex. Brown and SunTrust announced their latest recruits; and Wealth Enhancement Group moves to acquire Summit Planning Group.
January 16, 2019
BofA's Wealth Unit Boosts Profits 43%: Q4 EarningsMerrill Lynch chief Andy Sieg says it intends to stay in the broker protocol for recruiting and stay out of the independent channel.
January 16, 2019
Citigroup Reveals Female Employees Earn 29% Less Than Men DoWomen are about half of the bank's workforce but just 37% of management.
January 16, 2019
Corporate Boards Making Little Progress in Adding Women: MSCIAt this rate, the share of directors who are women won't hit 30% until 2029.
December 13, 2018
IFP Chooses BNY Mellon's Albridge for Wealth ReportingAlbridge Wealth Reporting allows advisors to present a complete view of all client assets, even those held away.