Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Troublemakers, Be Warned: AI Is Watching
By Jane Wollman RusoffSmarsh CEO Kim Crawford Goodman tells ThinkAdvisor how new tools can help firms spot bad actors.
June 18, 2024
Liz Ann Sonders: Stocks Look Weaker Under the SurfaceA split has formed between headline market and economic numbers and the reality on the ground, the strategist tells ThinkAdvisor.
June 17, 2024
Luminaries FAQ: How to Participate in ThinkAdvisor's 2024 Awards ProgramNominations for individuals and firms are due July 24. Here's how to do submit them in 10 categories this year.
June 13, 2024
The 100,000th CFP Shares Her StorySimone Lee left her IT career to pursue financial planning in 2019, earning the certification five years later.
June 12, 2024
How This Bank Rep Took the Leap to IndependenceAdvisor Rebecca Boyd explains handling tricky tasks like rebuilding a book of business after joining Commonwealth Financial.
June 12, 2024
How Advisors Can Help Women Adjust to WidowhoodDebt is a major financial challenge facing widowed women, a Thrivent survey found.
June 11, 2024
Hearsay Sold to Yext for More Than $125MAn extra $95 million could be paid to Hearsay if certain post-deal performance targets are hit.
June 06, 2024
JPMorgan Wealth Unit Adds Execs From UBS and FidelityJane Bailey is now CFO of the business, while Jennifer Barrett leads content and communications.