Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
How Advisors Are Finding Unexpected Upsides to Zoom Calls
By Salit Nagy-ToddFor years, remote technology had been there for the taking. COVID-19 simply pushed us to fully seize its potential.
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.
March 17, 2021
MetLife CEO Appears at UN Women's Empowerment EventMichel Khalaf said gender equality must come from the C-suite, which must build grassroots support as well.