Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Schwab's Sonders: Social-Media Driven Investors Need to Wise Up
By Jeff BermanThe Schwab strategist said she hopes these new investors learn to think long term "without a calamity having to happen."
March 11, 2021
The Do's and Don'ts of Building Your Firm's CultureA positive mindset is helpful, but you need more than that for your leadership to succeed at creating the best culture for your advisory business.
March 10, 2021
Younger Women Want to Talk About More Than Money With Advisors: Wells FargoThere is a big generational difference in how women talk about money and seek advice, the firm found in a survey.
March 05, 2021
How Can Advisors Empower Female Clients?Female advisors discussed how to help women overcome the wealth gap and the confidence gap.
March 04, 2021
Prudential PLC Plans to Part With Jackson by June 30Laura Prieskorn, Jackson's new CEO, says the firm is preparing to roll out a registered index-linked annuity.
March 04, 2021
3 Moves That Can Trip Up Even the Best LeadersKeep in mind that decisions can be undone, and waiting for the perfect choice means you delay taking action.
March 03, 2021
Former Morgan Stanley, Schwab Exec Named First VP of New York FedNaureen Hassan recently served as chief digital officer for Morgan Stanley Wealth Management; earlier she held executive roles at Charles Schwab in Advisor Services and Investor Services.
March 03, 2021
Two Impact Investing RIAs to MergeRachel Robasciotti and Maya Philipson will join Abacus Wealth as director of advocacy engagement and strategic advisor, respectively.