Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Buying This Dip Is Better Than Cash: BNY Mellon Wealth CIO
By Alexandra SemenovaSinead Colton Grant expects the rally to broaden based on strong earnings growth and economic momentum.
April 15, 2024
To Grow Your Practice, Market to WomenThe financial planning primary contact numbers tell a sad story.
April 12, 2024
Dani Fava, Former Envestnet Exec, Jumps to Carson"This is exactly the forward-thinking, client-centric organization I want to be a part of," Fava said.
April 09, 2024
How Fidelity's Helping Smaller RIAs 'Get to the Next Level'Some firms lack resources to boost organic growth. One executive says they can "rely on us a lot for that expertise."
April 04, 2024
Get Ready! FINRA's New Home Office Rules Are Nearly HereThe new rules "will be key in defining ... how firms conduct branch office inspections," says ACA Group's Patrycja Savignano.
April 03, 2024
Do You Need $1.5M to Retire? 5 Experts Weigh In on the New Magic NumberChristine Benz, David Blanchett, Michael Finke, Jamie Hopkins and Marcia Mantell discuss the latest retirement target.
April 02, 2024
Sanctuary Wealth Adds $700M Merrill DuoThe two advisors are based in Greensboro, N.C., and focus on serving wealthy families, executives and business owners.
March 27, 2024
5 Secrets to Building Your Brand Without Burning OutHere's how to effectively market yourself and your firm without being overwhelmed by conference fatigue.