Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
State Street Says Companies Must Have Women on Their Boards
By Saijel KishanThe asset manager will only invest in firms that have at least one woman on their boards in the upcoming proxy season.
January 12, 2022
New Platform Aims to Boost Diversity of Event SpeakersSonya Dreizler and Liv Gagnon have launched Choir, a platform and certification process for conferences.
January 11, 2022
RBC Wealth Adds 4th Female Exec Committee MemberJanet Boie is the second woman to be appointed to the committee over the past six months, according to the firm.
January 11, 2022
Pandemic Spending Slowdown Eased Financial Stress: SurveyJohn Hancock's latest survey on stress and finances found the pandemic actually led to some good short-term behavior.
January 07, 2022
New CFP Board, FPA Leaders Assume Their RolesKamila Elliott is CFP Board's chair for 2022, the first Black American in this post; Dennis Moore is FPA president.
January 06, 2022
3 Steps to Boost Organic GrowthMost of our clients ask about how to grow without adding marketing, hiring rainmakers or looking at M&A possibilities.
January 06, 2022
Why Rachel Robasciotti Works to 'Mobilize Investors'The Adasina Social Capital CEO explains how she has taken diversity and inclusion in financial services to a new level.
January 04, 2022
The Hidden Hazards of Taking a Social Security Lump SumA client's plan to work six months after full retirement age and then collect a big payment could have consequences.