Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
May 04, 2023
Workplace Flexibility Creates New Challenges for Women in Retirement FieldAdded autonomy has blurred the lines between home and office, helping and harming workers with caregiving responsibilities.
April 27, 2023
Dani Fava's Quest to Bring Financial Advice to the $500 InvestorThe head of product innovation at Envestnet aims to bring advisory services to the masses, she tells ThinkAdvisor.
April 25, 2023
Wealthtender Adds Testimonial Marketing EvangelistAdvisors are still not clear on how to comply with the new SEC Marketing Rule, Diana Cabrices says.
April 25, 2023
Why Liz Ann Sonders Shuns Stock Market ForecastsSetting year-end S&P targets is the "dumbest exercise" on Wall Street, the Schwab strategist tells ThinkAdvisor.
April 24, 2023
Merrill COO Steps DownNews that Kirstin Hill is retiring comes several months after she let the firm know of her plans to depart.
April 17, 2023
For This HNW Firm, It's Crunch Time for Estate PlanningLooming estate tax changes are creating both tight deadlines and vast uncertainty, advisor Nicole Asher says.
April 14, 2023
How LPL Is Giving Advisors the 'Muscle' to Grow: Executive"Advisors who use one of our services are growing on average 28% faster than peers," Aneri Jambusaria says.
April 04, 2023
CFP Board Rolls Out Scholarship to Support Next-Gen WomenCFP Board says women made up almost 30% of new CFP professionals last year but adds there's "still much work to be done."
March 31, 2023
3 Big Shifts That Transformed Social Security Benefits for WomenWomen in their 60s and 70s today had to overcome many obstacles to earn adequate Social Security benefits.
March 30, 2023
Barb Marder to Lead Retirement, Health Research GroupThe former Mercer executive will seek to combine research on health and wealth, while boosting EBRI membership.