Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Buckingham Wealth Taps Levine as Chief Planning Officer
By Janet Levaux"We'll miss friends/fam in the Northeast, but fam's excited for the move to St Louis!" the popular CPA said on social media Tuesday.
January 28, 2021
Female Tech Leaders Who've Topped the ChartsThirty women in wealthtech have been recognized in special coverage by Investment Advisor/ThinkAdvisor to date.
January 28, 2021
Women in Wealth: Why It's Their MomentTegra118 CEO Cheryl Nash and tech-savvy marketing expert April Rudin weigh in.
January 27, 2021
5 Ways COVID-19 Has Increased Women's Retirement WorriesA large majority of women state that the pandemic has hurt their future savings.
January 27, 2021
Solving the 'Diversity Problem' in the Financial Advisory IndustryA new Cerulli report describes the steps firms should take to add, and keep, more women and advisors of color.
January 26, 2021
UBS Wealth Americas Posts 54% Jump in Pretax ProfitsInvested assets hit $1.6 trillion, as the advisor headcount dropped by 244 from last year to 6,305.
January 25, 2021
How to Help Clients Embrace Emotions to Make Better Financial DecisionsAspiriant partner Sandi Bragar says balancing clients' emotions is as important as mapping out their asset allocation and tax planning strategies.
January 25, 2021
The Pandemic, Women and STEMMetLife executive highlights a strategy some firms are using to fill positions that are still surprisingly hard to fill.