Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Onramp Invest Raises $6M: Tech Roundup
By Jeff BermanAlso, Susan Theder, Advisor Group chief marketing officer, has joined the board of directors of regtech firm ComplySci.
August 03, 2021
SEC Poised to Bless Nasdaq Plan to Spur Diverse Corporate BoardsThe SEC is expected to give initial, and potentially binding, approval of the proposal by Aug. 8.
August 03, 2021
Top 4 Lessons From Commonwealth's Summit for Women AdvisorsResearch shows that for firms that want to be innovative and transformative, diversity, equity and inclusion is mission critical.
July 23, 2021
MassMutual Brings Over State Street Exec for New Post: Personnel MovesAmeriLife has a new product innovation executive. MDRT added a channel relations director.
July 22, 2021
Sen. Murray Revives Women's Retirement Protection Act"Even before this pandemic, women in America typically had less money saved for retirement," Sen. Patty Murray said.
July 15, 2021
Strategist Warns of Dot-Com Era 'Bull Trap' in Ark FundCathie Wood's flagship Ark Innovation ETF is up about 19% since mid-May.
July 15, 2021
Envestnet, Dynasty Report Strong Demand for ASx Platform: Tech RoundupAlso, AltsAxis launched an alternative investment platform and social network.
July 15, 2021
New LPL Program Helps Advisors Take Short-Term LeaveThe program provides client-service coverage for up to nine months of family and medical leave.