Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Schwab's Sonders: Mega-Caps Could Fall Further, Dragging Down Rest of Stock Market
By Dinah Wisenberg BrinThe "Lag7" pullback hasn't hit broader market valuations yet, the chief investment strategist writes.
March 26, 2025
Janet Yellen Joins PIMCO's Advisory BoardThe former Treasury Secretary is added to the group as Ben Bernanke retires from his role as board chair.
March 25, 2025
How to Keep Women as Clients for the Long HaulSome have boots made for walking. You might want to work on that.
March 24, 2025
Raymond James Hires COO for Independent ChannelRonice Barlow, formerly of Franklin Templeton, steps into a newly created role in the Independent Contractor Division.
March 14, 2025
Edward Jones Seeks to Shed ‘Cookie Cutter’ ImageNew comprehensive offerings are luring more experienced advisors, Managing Partner Penney Pennington tells ThinkAdvisor.
March 13, 2025
Why Edward Jones Is Shrinking Its Home OfficeWhile there's no headcount reduction target, reduced “overlap and bureaucracy” is expected, Managing Partner Penny Pennington tells ThinkAdvisor.
March 10, 2025
Ex-Banker Accused of Killing BofA Exec Faces Added ChargesThe "special allegation" charges mean Anthony Duwayne Turner could face the death penalty if convicted.
March 10, 2025
These Two 'Dealbreakers' Mean It's Time to Find a New Firm: ConsultantMuriel Consulting founder Shelby Nicholl discusses when advisors should switch firms and how to choose a new one.