Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Focus Financial Forms Joint Venture to Serve Ultra-Wealthy Clients Abroad
By Janet LevauxBeryllus Capital, a joint venture with India-based Hinduja group, will serve UHNW clients in London, Geneva and Singapore.
March 23, 2021
Commonwealth's New Wealth Exec Tells Advisors: We're Here for YouThe firm offers services, like advanced tax and estate planning, to help advisors overcome challenges, Karen McColl tells ThinkAdvisor.
March 23, 2021
The Biggest Social Security Claiming Mistakes Women MakeWidows, stay-at-home parents and divorced spouses can be in for some big shocks, retirement expert Marcia Mantell tells ThinkAdvisor.
March 22, 2021
Ark's Cathie Wood: Disruptor Meets DisruptionHere is how Wood leads a $50 billion ETF shop even when facing market headwinds.
March 19, 2021
Delegate the Jobs You Hate, Execs Tell AdvisorsAnd if you'd rather focus on client service instead of dealmaking, "That's perfectly OK," says Penny Phillips of Journey Strategic Wealth.
March 19, 2021
Third of Women Say It Will Take a Year or Longer to Financially Recover From COVID-19Women of color anticipate it could take them an average of six years, according to an Edelman Financial Engines survey.
March 18, 2021
How to Stop Toxic Positivity From Eroding Your Firm's CultureAn open and honest company culture requires openness to negativity.