Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Advisors Have Options as RIA Deal Wave Powers Forward
By Jane Wollman RusoffRecruiter Jeff Nash discusses trends in retention deals, supported independence and the benefits of switching BDs.
March 31, 2025
Wellington Taps Goldman Exec as U.S. Wealth ChiefChristina Kopec Rooney held several leadership positions at Goldman Sachs Asset Management.
March 28, 2025
Thrivent Puts Values at Its Core — and It's Hiring AdvisorsCEO Teresa Rasmussen tells ThinkAdvisor what Thivent looks for in advisors and why clients are proud of the brand.
March 26, 2025
Janet Yellen Joins PIMCO's Advisory BoardThe former Treasury Secretary is added to the group as Ben Bernanke retires from his role as board chair.
March 25, 2025
How to Keep Women as Clients for the Long HaulSome have boots made for walking. You might want to work on that.
March 24, 2025
Raymond James Hires COO for Independent ChannelRonice Barlow, formerly of Franklin Templeton, steps into a newly created role in the Independent Contractor Division.
March 14, 2025
Edward Jones Seeks to Shed ‘Cookie Cutter’ ImageNew comprehensive offerings are luring more experienced advisors, Managing Partner Penney Pennington tells ThinkAdvisor.
March 13, 2025
Why Edward Jones Is Shrinking Its Home OfficeWhile there's no headcount reduction target, reduced “overlap and bureaucracy” is expected, Managing Partner Penny Pennington tells ThinkAdvisor.