Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
New York Moves to Take Control of Columbian Mutual Life
By Allison BellThe insurer has about 700,000 policies in force, according to Adrienne Harris, the financial services superintendent.
July 12, 2024
'Bain Is Not Coming in Here to Cut': Envestnet ExecEVP Tom Sipp shares an insider's view on Envestnet's sale to Bain Capital and several minority investors.
July 05, 2024
Putting Retirement Portfolios to Work to Produce IncomeAt Morningstar's conference, Christine Benz and others discussed retirement needs and income strategies to meet them.
July 02, 2024
New SEC RILA Rules Accentuate the Negative, Commissioner SaysRegistering new products will get easier, but the required notices could scare off investors, Hester Peirce warns.
July 01, 2024
Stop Talking About Nursing HomesFocusing long-term care planning discussions on home care works better, a veteran trainer says.
June 26, 2024
Schwab: Stocks Showing Bearish SignalsA similiar pattern emerged before the bear market of 2022, strategists Liz Ann Sonders and Kevin Gordon note.
June 26, 2024
Orion Rolls Out Menu of Stand-Alone Tech ServicesRisk and compliance supervision services are now being offered à la carte; soon, its trading platform will be.
June 25, 2024
In Wealthy Families, Inheritance Distress Goes Beyond MoneyA common conflict: Who gets to keep sentimental objects and collectibles? What if no one wants them?