Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Less Than a Third of Wealth Managers Scaling AI Across Their Businesses
By Michael S. FischerMost underestimate the long-term value AI can create by reimagining the client experience, Accenture research has found.
January 14, 2021
Wealth Enhancement Group Nabs $727M RIA in ConnecticutThe addition of Reby Advisors will increase WEG's metro New York location count to eight.
January 13, 2021
Top 10 Predictions for Wealth Management in 2021: Aite Group"The length of the pandemic is changing our industry for good," Aite research director Alois Pirker says.
January 12, 2021
4 Things Retirees Should Know About RMDs, Withdrawal Strategies in 2021Morningstar's Christine Benz spoke with Vanguard's Maria Bruno on retirement income planning in this unusual year.
January 11, 2021
$435M Team Ditches Merrill for Sanctuary WealthThe move comes as Merrill is closing its offices in the Ohio city where the team is based, Sanctuary says.
January 11, 2021
Retirement Literacy Among Women (and Men) Is Woefully Low: SurveyWomen scored worse than men on a test of retirement literacy, but they're also more open to financial advice, according to The American College.
January 04, 2021
Why Schwab's Kathy Jones Finds Fixed Income FascinatingSchwab's senior VP of fixed income strategy tells ThinkAdvisor her 2021 outlook and how she climbed from English lit major to bond guru.
December 30, 2020
Do 70/30 Portfolios Make Sense for Retirees?Morningstar's Christine Benz reviews the holdings of a couple in their 70s, who asked if their portfolio could benefit from a makeover.