Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
July 26, 2024
What's Behind the Latest 'Record Year' for eMoney?The firm aims to both foster and benefit from the continued rise of financial planning, Susan McKenna maintains.
July 26, 2024
20 Lessons for a Successful Retirement: Christine BenzThe Morningstar strategist's new book will share insights from, and disagreements among, top retirement planning VIPs.
July 19, 2024
The Benefits of Using Financial Education, and How to Implement ItTo leverage enhanced client education to grow your firm, it needs to be put into practice.
July 17, 2024
Ex-Schwab Exec Named CFP Board Chair-ElectTerri Kallsen, senior operating partner at Rise Growth Partners, will lead the standards-setting organization in 2026.
July 17, 2024
Alts 'Should Be Core' in Most Portfolios: Merrill Investment ExecThe firm now offers alts to clients with at least $1 million in assets, Nancy Fahmy tells ThinkAdvisor.
July 15, 2024
New York Moves to Take Control of Columbian Mutual LifeThe insurer has about 700,000 policies in force, according to Adrienne Harris, the financial services superintendent.
July 12, 2024
Research Affiliates CIO Raises Private Credit ConcernsQue Nguyen, the investment firm's head of equity strategies, also says AI could be in the early bubble stage.
July 12, 2024
Shannon Spotswood Steps Into CEO Role at RFG AdvisoryThe hybrid RIA platform's president takes over from Bobby White, who becomes executive chairman.
July 12, 2024
'Bain Is Not Coming in Here to Cut': Envestnet ExecEVP Tom Sipp shares an insider's view on Envestnet's sale to Bain Capital and several minority investors.
July 05, 2024
Putting Retirement Portfolios to Work to Produce IncomeAt Morningstar's conference, Christine Benz and others discussed retirement needs and income strategies to meet them.