Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Female Investors Are Disciplined, Patient and Willing to Take Risks: Survey
By Michael S. FischerThey are prepared to play the long game to realize potential returns, a new Schwab report found.
April 03, 2025
Schwab's Sonders: Bear Market Possible if Tariffs StickThe aggressive trade policy also raise recession chances, the investment strategist notes.
April 01, 2025
Schwab's Sonders: Mega-Caps Could Fall Further, Dragging Down Rest of Stock MarketThe "Lag7" pullback hasn't hit broader market valuations yet, the chief investment strategist writes.
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.