Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Pandemic Lockdown Provides Silver Lining for Millennials
By Michael S. FischerSpending is down and incentives to invest are up, survey finds.
June 11, 2020
Why Community Connections Really Matter NowCommunities driven by values and beliefs can give advisors the support they need to elevate both personal and professional pursuits.
June 03, 2020
Goldman Sachs Taps New Head of New York Private WealthRoss becomes one of the bank's highest-profile black female executives; she's been with the firm since 1998.
May 05, 2020
How a Consultant Turns Her Own Career Into Client GrowthThanks to time spent at LPL and other firms, Echelon Partners' Carolyn Armitage can take leaders to the next level.
April 27, 2020
How COVID-19 Is Impacting More Than Industry EventsVirtual shows might grow. But the advice business is built on relationships, which are best nurtured in person.
April 22, 2020
How Cheryl Nash Keeps Moving Forward as a Fintech StarThe CEO's mastered every job in the firm she leads, giving her varied views on the business and what it can offer women.
March 30, 2020
The Lowdown on Michael Kitces' New GigHere are some details about his and Jeff Levine's big move to Buckingham Wealth Partners.
March 30, 2020
Success Secrets That Female Advisors Can Teach Their PeersWomen think holistically, which is a boon to their clients and supports the development of long-lasting client-advisor relationships.