Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Meet the LUMINARIES Class of 2021
By Janet LevauxThis pioneering recognition program shines a spotlight how advisors and firms are moving the industry forward in the areas that matter most to advisors.
August 11, 2021
Susan Keisler-Munro to Lead AssurityThe company is getting its first new CEO since 1990.
August 10, 2021
BofA Co-Worker Charged With Murder of Veteran Merrill Exec Pleads Not GuiltyThe victim, Michelle Avan, was with Merrill for 22 years before becoming head of global women's and underrepresented talent strategy for the bank.
August 09, 2021
LPL Testing Paraplanning, Other Advisor ProgramsThe firm is learning from innovators such as Peloton and Amazon to offer its advisors more digitally based services.
August 09, 2021
25 Top Foreign-Stock Funds: MorningstarSusan Dziubinski's latest roundup includes offerings from American Funds, DFA, Oakmark, Vanguard and others.
August 09, 2021
SEC Approves Nasdaq Board Diversity PlanThe rules give investors "a better understanding of Nasdaq-listed companies' approach to board diversity," said SEC Chairman Gary Gensler.
August 09, 2021
ARK, Guggenheim to Launch Innovation-Focused UITCathie Wood's trademark emphasis on disruptive technology will be the unit investment trust's core strategy.
August 05, 2021
Vaccines Should Shield Life Insurers From COVID-19 Variant Deaths: RGAAnna Manning, the CEO, says the vaccines performed well against the delta variant in the United Kingdom.