Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Ex-CMO Sues Carson Group Over Handling of Sexual Assault: A Timeline
By ThinkAdvisor StaffThe lawsuit is tied to a complex set of circumstances and conversations dating back to at least mid-2021.
April 19, 2024
Buying This Dip Is Better Than Cash: BNY Mellon Wealth CIOSinead Colton Grant expects the rally to broaden based on strong earnings growth and economic momentum.
April 17, 2024
Health Care and Retirement Expenses Stress American Women: SurveyPoll participants expressed strong support for federal policy solutions that could help with these issues.
April 16, 2024
How Women Can Steer Clear of the 'Financial Vortex'Income inequality and increased caregiver responsibilities make retirement planning harder, but success is possible.
April 15, 2024
To Grow Your Practice, Market to WomenThe financial planning primary contact numbers tell a sad story.
April 12, 2024
Dani Fava, Former Envestnet Exec, Jumps to Carson"This is exactly the forward-thinking, client-centric organization I want to be a part of," Fava said.
April 11, 2024
5 Ways to Use Testimonials & Boost Your Client ExperienceFrom collecting testimonials to showcasing them, these steps can help you deepen your relationship with clients.
April 09, 2024
How Fidelity's Helping Smaller RIAs 'Get to the Next Level'Some firms lack resources to boost organic growth. One executive says they can "rely on us a lot for that expertise."