Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
The $3 Trillion Question: What if Women Invested at the Same Rate as Men?
By Michael S. FischerBNY Mellon investigated why they don't — and how those trillions would be invested if they did.
February 03, 2022
Less Than a Quarter of CFPs Are Women (Still)The share of planners who are women has been stuck around 23% for years, the CFP Board reports.
January 31, 2022
How Can Our Industry Help Narrow the Gender Gap?An AIG Life & Retirement distribution executive says changes in hiring and executive development could help.
January 28, 2022
A Financial Planning Checklist for Newly Single Clients Over 50After a divorce or the death of a spouse, here are some important topics to discuss with your client.
January 27, 2022
Market Rotates to Value as Fed Turns HawkishPlentiful jobs, higher wages and strong home prices all point to above-trend growth, perhaps as soon as Q2.
January 27, 2022
Kestra Teams With AdvicePay to Offer Fee-for-Service Planning: Tech RoundupAlso, Riskalyze appointed Dr. Shari Hensrud as vice president of risk and analytics.
January 27, 2022
UBS Launches Program for 'Multicultural Investors'The new segment is led by Melinda Hightower, formerly of JPMorgan Chase.
January 27, 2022
New Ameriprise Ads Spotlight Personalized AdviceThe BD's new tagline is intended to capture the surging demand for advice since 2020, a marketing exec says.