Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Carson Group Names Women in Wealth Management Award Winners
By Dinah Wisenberg BrinCarson Group honored eight female wealth management pros and a male ally.
April 04, 2025
Christine Benz: How Tariffs Could Hit Clients' Cash FlowsAdvisors should talk to clients about liquidity, inflation and repositioning assets if necessary, the strategist says.
April 04, 2025
Advisors Have Options as RIA Deal Wave Powers ForwardRecruiter Jeff Nash discusses trends in retention deals, supported independence and the benefits of switching BDs.
April 03, 2025
Schwab's Sonders: Bear Market Possible if Tariffs StickThe aggressive trade policy also raise recession chances, the investment strategist notes.
April 01, 2025
Schwab's Sonders: Mega-Caps Could Fall Further, Dragging Down Rest of Stock MarketThe "Lag7" pullback hasn't hit broader market valuations yet, the chief investment strategist writes.
March 31, 2025
Wellington Taps Goldman Exec as U.S. Wealth ChiefChristina Kopec Rooney held several leadership positions at Goldman Sachs Asset Management.
March 28, 2025
Thrivent Puts Values at Its Core — and It's Hiring AdvisorsCEO Teresa Rasmussen tells ThinkAdvisor what Thivent looks for in advisors and why clients are proud of the brand.
March 26, 2025
Janet Yellen Joins PIMCO's Advisory BoardThe former Treasury Secretary is added to the group as Ben Bernanke retires from his role as board chair.