Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
NAPA Names New President in 'Complex' Retirement Plan Environment
By John ManganaroLisa Drake told attendees at the organization's recent conference that she is committed to expanding its reach.
April 23, 2025
Robinhood's New Robo Takes Cues From High-Touch Wealth Management"I felt there was a gap in the market," says Stephanie Guild, a J.P. Morgan Private Bank veteran.
April 22, 2025
Female Investors Are Disciplined, Patient and Willing to Take Risks: SurveyThey are prepared to play the long game to realize potential returns, a new Schwab report found.
April 04, 2025
Christine Benz: How Tariffs Could Hit Clients' Cash FlowsAdvisors should talk to clients about liquidity, inflation and repositioning assets if necessary, the strategist says.
April 04, 2025
Advisors Have Options as RIA Deal Wave Powers ForwardRecruiter Jeff Nash discusses trends in retention deals, supported independence and the benefits of switching BDs.
April 03, 2025
Schwab's Sonders: Bear Market Possible if Tariffs StickThe aggressive trade policy also raise recession chances, the investment strategist notes.
April 01, 2025
Schwab's Sonders: Mega-Caps Could Fall Further, Dragging Down Rest of Stock MarketThe "Lag7" pullback hasn't hit broader market valuations yet, the chief investment strategist writes.
March 31, 2025
Wellington Taps Goldman Exec as U.S. Wealth ChiefChristina Kopec Rooney held several leadership positions at Goldman Sachs Asset Management.