Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
To Retain Talent, Focus on These 4 New Realities
By Angie HerbersAs offices reopen, firms that don't adjust to how the pandemic has changed work face risk of turnover.
August 23, 2021
Goldman Sachs, Former In-House Attorney End Retaliation SuitMarla Crawford has filed to dismiss a suit that alleged she was fired by the investment firm for trying to bring information on sexual harassment to light.
August 19, 2021
American Express Teams With Startup on Financial Planning Tool: Tech RoundupAlso, RIA Altium Wealth Management has introduced Altelligence, a new investment platform.
August 18, 2021
Why Psychology Is Now a Must for Building Your BusinessHere's why the CFP Board's move to test would-be financial planners on human behavior is such a big deal for all advisors and their practices.
August 18, 2021
Consulting Firm FP Transitions Adds TD Ameritrade, FPA VeteransThe additions also include a former executive of E-Trade and Fidelity.
August 17, 2021
What Schwab's Liz Ann Sonders Is Watching NowSchwab's chief investment strategist recently discussed her outlooks for inflation, the Fed, stimulus packages and tax hikes.
August 17, 2021
TD Ameritrade, FiComm Veteran Joins Carson GroupSamantha Allen has been named vice president of digital marketing, a new position at the firm.
August 17, 2021
Cathie Wood Hits Back at Michael Burry, Says China Turmoil Boosts U.S. TechBurry's Scion Asset Management owned bearish put contracts against 235,500 shares of the ARK Innovation ETF as of June 30.