Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
SEC Launches Crypto Task Force
By Nicola M. WhiteThe group will be led by Commissioner Hester Peirce, nicknamed “Crypto Mom” by the industry.
January 09, 2025
Dodge & Cox CEO and Chair Dana Emery to RetireAt year-end, she will be succeeded by David Hoeft as chair and Roger Kuo as CEO.
January 06, 2025
Dynasty Names Raymond James Exec to Head Advisor TransitionsLindsey Strawhecker is tasked with driving process improvements and technology initiatives to streamline onboarding and support.
December 31, 2024
How Women's Philanthropy Has Evolved Over 20 YearsThe pandemic presented new challenges for women and the nonprofit organizations they support, the Women’s Philanthropy Institute found.
December 31, 2024
Help Your Clients With This 'Embarrassing' Task Before They Get MarriedTalking about money isn't romantic, but not doing so can sink a marriage, Ekaterina Klimentova of Cerity warns.
December 30, 2024
How an Advisor Helps U.S. Expats Navigate Taxes, PlanningArielle Tucker says she provides tailored solutions to help expat clients feel more confident about their futures.
December 30, 2024
9 Trends in How Women Work With AdvisorsAdvisors should not make assumptions or rely on outdated stereotypes, but some commonalities emerged in a recent survey.
December 30, 2024
3 Ways to Thrive as a Mid-Career AdvisorHaving overcome stress and mastered the learning curve, these advisors are now equipped to elevate their practices.