Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Two Impact Investing RIAs to Merge
By Jeff BermanRachel Robasciotti and Maya Philipson will join Abacus Wealth as director of advocacy engagement and strategic advisor, respectively.
February 22, 2021
Apex Clearing to Go Public via SPACDo partners Northern Star and Apex view this deal as an "opportunity to take on #Schwabitrade more directly?" asks blogger Michael Kitces.
February 18, 2021
Hightower Adds Ex-Pershing CEO and Green Square Exec to BoardLisa Dolly and Darrell Horn are now board members.
February 17, 2021
From Intention to Action: Advancing DEI in Your PracticeTalk is cheap, action takes investment, says Commonwealth's chief diversity, equity and inclusion officer.
February 12, 2021
T. Rowe Price Expands 2 Execs' DutiesRob Sharps and Celine Dufétel will take on added responsibilities to help the firm meet industry challenges.
February 08, 2021
How Online Brokers Can Help Protect Investors From Costly MistakesIt's not about restricting trades but empowering traders to make better decisions.
February 04, 2021
U.S. Bank Hires Wealth Management Exec From JPMorgan ChaseScott Ford is overseeing the nationwide network of U.S. Bank Wealth Management Affluent professionals.
February 03, 2021
Advisor Group Names Ford Head of Advisor EngagementEarlier, the industry veteran was CEO of KMS Financial, a broker-dealer acquired by Advisor Group from Ladenburg Thalmann.