By tracking representation across age, tenure, role type and ownership, FINTRX aims to give asset managers, consolidators, recruiters and wealth platforms a clearer view of where female talent is ...
An analysis of more than 500,000 registered representatives across US wealth management firms found that women account for ...
Women are increasingly taking roles in wealth management, but tend to lag in firm ownership, revenue generation and long-term leadership, according to data from Fintrx.