Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
How to Maximize Your Value to Clients: Carson Group
By Jeff BermanIf you're not adding value, you stand to lose clients, Managing Director Michael David says.
January 22, 2020
Top Women in WealthTech 2020: Teri Shepherd of Carson Group"The easy road is not the path to innovation. Embrace diversity, fresh thinking, new ideas and often conflicting" views, she said.
January 22, 2020
Top Women in WealthTech 2020: Mary-Catherine Lader of Aladdin, BlackRock"Women's ability to rely on each other as partners and mentors within this space" is crucial for increasing their presence, she said.
January 22, 2020
Top Women in WealthTech 2020: Lori Hardwick of Riskalyze, RedRockShe's often "reminded of the struggles some younger women in our field continue to deal with, and it fuels my passion."
January 22, 2020
Top Women in WealthTech 2020: Doreen Griffith of Securities AmericaShe says the Next-Gen program of parent firm Ladenburg is in its third year and "makes a quantifiable difference."
January 22, 2020
Top Women in WealthTech 2020: Colleen Bell of Cambridge Investment ResearchIf technology can drive us to work, it should be able to tells clients when they are off course from meeting financial goals, she says.
January 22, 2020
Top Women in WealthTech for 2020This is the second year of our recognition program, which highlights the careers of 15 female leaders of innovation.
January 21, 2020
How a Shortage of Black Execs Hurts Wealth Management"Until we see changes at the top, it is all [just] talk," longtime advisor Zaneilia Harris tells ThinkAdvisor.