Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Anthem Posts 30% Increase in Medicare Advantage Enrollees
By Allison BellGail Boudreaux, the CEO, is reporting no signs of unusually aggressive price competition.
January 24, 2022
Nuveen Names Saira Malik Chief Investment OfficerThe 26-year investment veteran will lead the firm's strategic market views and investment teams.
January 21, 2022
First Black CFP Board Chairwoman Aims to Be 'New Face' of Financial PlanningIncreasing access to, and diversity in, the profession are among the CFP Board's main priorities, Kamila Elliott tells ThinkAdvisor.
January 21, 2022
TIAA Hires Micky Onvural to Lead Marketing: Personnel MovesFlorida Blue's parent has its first chief health equity officer. NFP has a new Northeast region co-president.
January 21, 2022
Laird Norton, Wetherby Merge to Create $15B Wealth GroupThe combined entity is being led by Kristen Bauer and has offices in Seattle, San Francisco, Los Angeles and New York.
January 20, 2022
Senators Want Workers to Get More Financial AdviceThey want the advice to be trusted, affordable and low on conflict.
January 19, 2022
Mutual Funds vs. ETFs: Which Are Better for Retirement Portfolios?To answer this question, Morningstar's Christine Benz compared two groups of model portfolios. Here's what she found.
January 13, 2022
Riskalyze Adds Tricia Rothschild to Board: Tech RoundupAlso, Redtail Technology opens its text messaging platform to all advisors.