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 Bridge the Boomer-Millennial Gap
By Ginger SzalaThe leaders of Johndrow Wealth Management share their secrets of teamwork and business success.
January 10, 2020
10 Top Trends in Wealth Management for 2020: Aite GroupLast year brought several major developments in the industry. How will those developments play out?
January 02, 2020
How to Reform Wall Street Before It's Too Late: Ex-Citi Culture CzarMultiple bubbles are forming and the status quo in the system will not hold, Christopher Varelas warns.
December 17, 2019
How RBC's Kimmell 'Bulldozed' Through the Glass CeilingFrom switching paths in financial services and to overcoming work/life hurdles, she's helped blaze a trail for others.
December 17, 2019
Slow Gains for Female Board Membership: ReportStill, the MSCI's Women on Boards 2019 Progress Report does reveal some positive trends.
December 17, 2019
Blair DuQuesnay: 'The Future of Finance Should Be Female'The Ritholtz Wealth advisor tells ThinkAdvisor about why increasing the number of female advisors is "an uphill battle."
December 12, 2019
JPMorgan Forms New Wealth BusinessThe unit starts with an asset base of about $400 billion, far smaller than its wirehouse rivals.
December 10, 2019
Why Schwab's Sonders 'Keeps It Simple'Popular investment strategist dishes on her career, Wall Street VIPs and Ken Fisher's recent remarks.