Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
RBC Wealth Nabs $550M Merrill Team in Beverly Hills
By Janet LevauxThe two advisors come on board about one week after RBC added a Wells Fargo group with $1.4 billion in assets.
October 25, 2018
Industry's Need for More Female Advisors Takes Center Stage at EventExecutives at Raymond James describe why work as a registered rep makes so much sense for female professionals and what they are doing to move the needle.
October 23, 2018
Why the Workplace Gender Gap Should Matter to AdvisorsGoldman Sachs Global Markets Institute reports on the extent of the salary gap and what companies should do.
October 19, 2018
Who Leaves an Inheritance, Who Doesn'tWhat influences the decision to leave money for the next generation? You'd be surprised.
October 17, 2018
Ladenburg Thalmann Launches Networking Program for Female College StudentsLIFT University is intended to bring more women into the financial advisory field.
October 16, 2018
Carson Group Adds Committed Assets, StakeholdersThe group added added $1.2 billion in committed assets and 12 new firms.
October 11, 2018
The Dearth of Women on Corporate Boards: A Sector BreakdownFactSet recently broke down the numbers and percentages of female CEOs and board members by market sector.
October 10, 2018
Merrill Hosts Events for Female InvestorsA recent survey found that 70% of women believe women and men have "fundamentally different life journeys."